MFG Setup

Microsoft Dynamics™ GP
Manufacturing Setup
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Publication date April 2007

Contents
Introduction ................................................................................................................................................. 2
Manufacturing documentation...................................................................................................................2
What’s in this manual...................................................................................................................................3
Symbols and conventions ............................................................................................................................3
Resources available from the Help menu..................................................................................................4
Send us your documentation comments ...................................................................................................5
Part 1: Manufacturing setup ................................................................................................. 8

Chapter 1: Manufacturing basic setup ............................................................................. 9
Setup checklist ...............................................................................................................................................9
Setting up costing system default settings ..............................................................................................10
Shrinkage overview....................................................................................................................................12
Including shrinkage in Manufacturing....................................................................................................12
Shop calendars ............................................................................................................................................13
Defining the shop calendar .......................................................................................................................13
Setting up work center options.................................................................................................................14
Designating system users ..........................................................................................................................14
Chapter 2: Security .......................................................................................................................... 17

Manufacturing security types ...................................................................................................................17
Process security ...........................................................................................................................................18
Creating and modifying process security sets........................................................................................18
Using Manufacturing module security ...................................................................................................19
Chapter 3: Manufacturing core functions setup .................................................. 21

Setting up bills of materials system settings ...........................................................................................21
Phantom items as components of phantom items .................................................................................23
Setting up Sales Configurator options .....................................................................................................24
Setup options for sales order extensions .................................................................................................24
Setting up manufacturing sales order due dates....................................................................................25
Setting up manufacturing orders for sales orders..................................................................................26
Setting up order fulfillment options.........................................................................................................27
Chapter 4: Manufacturing production functions setup ................................. 29

Setting up routing update options ...........................................................................................................29
Setting up sequence entry options ...........................................................................................................30
Setting up sequence spacing, notes, and pointer usage ........................................................................31
Scheduling preferences ..............................................................................................................................31
Setting up scheduling preferences............................................................................................................32
Setting up additional scheduling method options.................................................................................33
Setting up manufacturing order processing ...........................................................................................34
Specifying outsourcing manufacturing order options ..........................................................................38
Setting up data collection options ............................................................................................................38
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C O N T E N T S
Setting up options for outsourcing costs .................................................................................................40

Rules for outsourcing setup changes .......................................................................................................40
Chapter 5: Manufacturing management functions setup............................ 43

Setting up Quality Assurance ...................................................................................................................43
ECM system settings ..................................................................................................................................44
Setting engineering change system settings ...........................................................................................44
Specifying modules for ECM warnings...................................................................................................46
Job Costing system preferences ................................................................................................................47
Defining Job Costing system settings ......................................................................................................47
Chapter 6: Manufacturing planning functions setup ....................................... 49

MRP system settings...................................................................................................................................49
Setting up general MRP options ...............................................................................................................50
Setting up MRP buckets.............................................................................................................................51
Generating MRP suggestions for supply orders ....................................................................................52
Specifying quantities to include in MRP .................................................................................................52
MRP options for past-due orders .............................................................................................................53
Choosing MRP display quantities ............................................................................................................53
Changing MRP quantity labels .................................................................................................................54
Scheduling MRP updates ..........................................................................................................................55
Setting security options for net changes..................................................................................................56
Restoring MRP quantity labels .................................................................................................................56
Part 2: Manufacturing user setup .............................................................................. 58

Chapter 7: Manufacturing basic user setup ............................................................. 59
System administrators and user preferences ..........................................................................................59
General user preferences for Manufacturing..........................................................................................59
Setting up manufacturing-specific preferences ......................................................................................60
Setting up INI user settings .......................................................................................................................60
Chapter 8: Manufacturing core functions user setup ..................................... 63

User preference settings .............................................................................................................................63
Setting up bills of materials user preferences .........................................................................................63
Chapter 9: Manufacturing production functions user setup .................... 65

Setting up routing user preferences .........................................................................................................65
Setting up sequence entry user options...................................................................................................67
Setting up spacing and pointer routing options.....................................................................................67
Setting up WIP user preferences...............................................................................................................68
Chapter 10: Manufacturing management functions user setup ............ 71

Setting up engineering change user preferences....................................................................................71
Setting up quality assurance user preferences........................................................................................72
Chapter 11: Manufacturing planning functions user setup ....................... 75

Setting up CRP user preferences ..............................................................................................................75
Setting up MRP user preferences..............................................................................................................77
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C O N T E N T S
Restoring MRP default settings ................................................................................................................78

Setting up request resolution user preferences.......................................................................................78
Glossary ......................................................................................................................................................... 81
Index ................................................................................................................................................................... 89
M A N U F A C T U R I N G S E T U P iii
iv M A N U F A C TU R I N G S ET U P
INTRODUCTION
Introduction
You can use Manufacturing to organize and track the daily workings of the
manufacturing process, such as taking orders, purchasing raw materials, building
finished goods, fulfilling orders, and selling the finished goods.
This introduction is divided into the following sections:
• Manufacturing documentation
• What’s in this manual
• Symbols and conventions
• Resources available from the Help menu
• Send us your documentation comments
Manufacturing documentation
Manufacturing documentation is divided into five manuals. Refer to the following
table for an overview of what is included in each of the manuals.
Manual Modules or other major pieces

Manufacturing Setup manual System setup
User setup
Manufacturing Core Manufacturing Cards
Functions manual Extensions to Inventory Control
Bills of Materials
Extensions to Sales Order Processing
Sales Configurator
Manufacturing Reports
Manufacturing Production Routings
Functions manual Manufacturing Orders
Outsourcing
Work in Process
Manufacturing Management Quality Assurance
Functions manual Engineering Change Management
Job Costing
Manufacturing Planning Sales Forecasting
Functions manual Master Production Scheduling
Capacity Requirements Planning (CRP)
Material Requirements Planning (MRP)
The online help file includes all of the information in the manuals, except
installation information. The online help also includes field-by-field descriptions of
the windows. You can access online help by pressing F1 whenever a Manufacturing
window is active, or by choosing Help >> About this window.
If a Microsoft Dynamics™ GP window—such as the Sales Transaction Entry window—is

the active window when you access help, online help for Microsoft Dynamics GP will be
displayed. You can close that help, open any Manufacturing window, and try again to access
Manufacturing-specific help.
2 M A N U FA C T U R IN G S E T U P
IN T RO D U C T IO N
What’s in this manual

This manual is designed to give you an understanding of how to use the features of
Manufacturing, and how it integrates with the Microsoft Dynamics GP system.
To make best use of Manufacturing, you should be familiar with systemwide

features described in the System User’s Guide, the System Setup Guide, and the
System Administrator’s Guide.
Some features described in the documentation are optional and can be purchased
through your Microsoft Dynamics GP partner.
To view information about the release of Microsoft Dynamics GP that you’re using
and which modules or features you are registered to use, choose Help >> About
Microsoft Dynamics GP.
The manual is divided into the following parts:
• Part 1, Manufacturing setup, describes how you can set up security and
systemwide settings for Manufacturing modules.
• Part 2, Manufacturing user setup, contains information about user

preferences—settings that help you customize each user’s view of
Manufacturing information.
Symbols and conventions

For definitions of unfamiliar terms, see the glossary in the manual or refer to the
glossary in Help.
Symbol Description
The light bulb symbol indicates helpful tips, shortcuts and
suggestions.
The warning symbol indicates situations you should be especially

aware of when completing tasks.
This manual uses the following conventions to refer to sections, navigation and
other information.
Convention Description
Creating a batch Italicized type indicates the name of a section or procedure.
File >> Print or File > The (>>) or (>) symbol indicates a sequence of actions, such as
Print selecting items from a menu or toolbar, or pressing buttons in a
window. This example directs you to go to the File menu and choose
Print.
TAB or ENTER All capital letters indicate a key or a key sequence.
M A N U F A C T U R I N G S E T U P 3
I N T R O D U C T I O N
Resources available from the Help menu

The Microsoft Dynamics GP Help menu gives you access to user assistance
resources on your computer, as well as on the Web.
Contents
Opens the Help file for the active Microsoft Dynamics GP component, and displays
the main “contents” topic. To browse a more detailed table of contents, click the
Contents tab above the Help navigation pane. Items in the contents topic and tab
are arranged by module. If the contents for the active component includes an
“Additional Help files” topic, click the links to view separate Help files that
describe additional components.
To find information in Help by using the index or full-text search, click the
appropriate tab above the navigation pane, and type the keyword to find.
To save the link to a topic in the Help, select a topic and then select the Favorites tab.
Click Add.
Index
Opens the Help file for the active Microsoft Dynamics GP component, with the
Index tab active. To find information about a window that’s not currently displayed,
type the name of the window, and click Display.
About this window

Displays overview information about the current window. To view related topics
and descriptions of the fields, buttons, and menus for the window, choose the
appropriate link in the topic. You also can press F1 to display Help about the current
window.
Lookup
Opens a lookup window, if a window that you are viewing has a lookup window.
For example, if the Checkbook Maintenance window is open, you can choose this
item to open the Checkbooks lookup window.
Show Required Fields

Highlights fields that are required to have entries. Required fields must contain
information before you can save the record and close the window. You can change
the font color and style used to highlight required fields. On the Microsoft
Dynamics GP menu, choose User Preferences, and then choose Display.
Printable Manuals
Displays a list of manuals in Adobe Acrobat .pdf format, which you can print or
view.
Orientation Training
Accesses online tutorials that show you how to complete basic procedures within
Microsoft Dynamics GP. Additional tutorials are available through the
CustomerSource Web site.
What’s New
Provides information about enhancements that were added to Microsoft Dynamics
GP since the last major release.
IN T RO D U C T IO N
Microsoft Dynamics GP Online

Opens a Web page that provides links to a variety of Web-based user assistance
resources. Access to some items requires registration for a paid support plan.
Customer Feedback Options

Provides information about how you can join the Customer Experience
Improvement Program to improve the quality, reliability, and performance of
Microsoft® software and services.
Send us your documentation comments

We welcome comments regarding the usefulness of the Microsoft Dynamics GP
documentation. If you have specific suggestions or find any errors in this manual,
send your comments by e-mail to the following address: bizdoc@microsoft.com.
To send comments about specific topics from within Help, click the Documentation
Feedback link, which is located at the bottom of each Help topic.
Note: By offering any suggestions to Microsoft, you give Microsoft full permission to use
them freely.
PART 1: MANUFACTURING SETUP
Part 1: Manufacturing setup
This part of the documentation includes information that will help you complete
Manufacturing setup tasks. You can refer to this information to learn how to use
security in Manufacturing and how to set up systemwide settings.
Many of the tasks that are described must be completed before you can enter
information in Manufacturing. Be sure to review and complete all setup tasks for
Manufacturing modules you’ve installed. Later you can refer to this information to
adjust settings or to help new users get started.
The following information is discussed:
• Chapter 1, “Manufacturing basic setup,” includes information about setting up

users, the shop floor calendar, and work center options.
• Chapter 2, “Security,” describes security information specific to Manufacturing,

such as process security and module security.
• Chapter 3, “Manufacturing core functions setup,” contains information about

system settings for bills of materials, sales extensions, and the Sales
Configurator.
• Chapter 4, “Manufacturing production functions setup,” describes system

settings for routings, manufacturing orders, and work-in-process.
• Chapter 5, “Manufacturing management functions setup,” includes

information about setting up quality assurance, engineering change
management, and job costing.
• Chapter 6, “Manufacturing planning functions setup,” includes information

about system settings for Material Requirements Planning.
Chapter 1: Manufacturing basic setup
Before you set up module-specific system settings and user preferences, use this
information to complete basic system setup tasks.
This information is divided into the following sections:
• Setup checklist
• Setting up costing system default settings
• Shrinkage overview
• Including shrinkage in Manufacturing
• Shop calendars
• Defining the shop calendar
• Setting up work center options
• Designating system users
Setup checklist
When you set up Manufacturing, you can open each setup window and enter
information, or you can use the Setup Checklist window (Microsoft Dynamics GP
menu >> Tools >> Setup >> Setup Checklist) to guide you through the setup
process. See your System Setup Guide (Help >> Contents >> select Setting up the
System) for more information about the Setup Checklist window.
Registered Modules
The Setup Checklist window displays the windows and topics only for modules
that are registered. This table lists the modules that must be registered for the listed
windows to be displayed in the Setup Checklist window.
Registered Module Windows displayed in the Setup Checklist window

Bills of Materials (BOM) BOM Preference Defaults
BOM Preferences
Bill of Materials Entry
BOM Routing Link
Capacity Requirements CRP Preferences
Planning (CRP)
Engineering Change ECM System Preferences
Management (ECM) ECM User Preferences
Job Costing (JC) Job Costing Preference Defaults
Manufacturing Order Shop Calendar
Processing (MOP) Manufacturing Order Preference Defaults
Scheduling Preferences
Routing Preference Defaults
WIP Preference Defaults
Work Center Preference Defaults
Manufacturing Series Sales Order Preferences
Order Fulfillment Setup
Routing User Preferences
Work Center Setup
Machine Definition
Labor Code Definition
Routing Sequence Entry
PA RT 1 M A N U F A C T U R I N G S E TU P
Registered Module Windows displayed in the Setup Checklist window

Material Requirements MRP Preference Defaults
Planning (MRP) MRP Low-Level Codes
Purchase Request Resolution User Preferences
MRP Preferences
Quality Assurance (QA) QA Preference Defaults
QA User Preferences
Sales Configurator (SC) Sales Configurator Preferences
Option Category Maintenance
Item Option Assignment
Option Promotion Maintenance
Sales Order Processing (SOP) Manufacturing Series Sales Order Preference
Order Fulfillment Setup
Sales Order Processing Setup
Inventory Process Security Setup
Costing Preference Defaults
Add Users
Roll Up and Revalue Inventory
Standard Cost Changes
Labor Code/Machine Overhead Defaults
Standard Item Material Costs
Standard Cost Maintenance
Item Price List Maintenance
Setting up costing system default settings

Default costing settings determine how costs are tracked throughout your
manufacturing facility. You can choose to automatically account for shrinkage on
parent parts, their components, or both. You also can assign a posting account for
rounding differences and choose a security set for revaluations.
To set up costing system default settings:

1. Open the Costing Preference Defaults window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Manufacturing >> System
Defaults >> Costing)
2. Mark the options to apply shrinkage, as needed, for standard cost rollups. For
more information about shrinkage in general, refer to Shrinkage overview on
page 12.
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It’s strongly recommended that you mark both options or neither option. Refer to
Including shrinkage in Manufacturing on page 12.
Apply Shrinkage to Parent Cost Mark Apply Shrinkage to Parent Cost to

apply shrinkage to the finished good.
Apply Shrinkage to Component Cost Mark Apply Shrinkage to

Component Cost to apply shrinkage to the components of the finished good.
Prorate Setup Time Mark Prorate Setup Time to distribute setup costs for
standard-cost items.
3. If you marked Prorate Setup Time, select the quantity to use for calculating
setup costs for standard-cost items.
Average Quantity The setup costs of an item (setup time multiplied by

setup labor rate) will be divided by the average quantity of the item. You
specify the average quantity of an item in the Item Engineering Data window.
Refer to Entering item engineering data in Chapter 8, “Item engineering data,” of

the Manufacturing Core Functions documentation for more information about
specifying the average quantity of an item.
Standard Quantity The setup costs of an item will be divided by the

standard quantity of the item. You specify the standard item quantity in the
Standard Cost Changes window.
Refer to Specifying the standard quantity for a finished item in Chapter 9, “Standard
costing revaluations,” in the Manufacturing Core Functions documentation for
more information.
4. Decide how the Standard Cost Changes window should work.
Rollup scope Determines how many items are included in a standard cost
rollup. You can choose to roll up all items with proposed standard cost changes,
or you can choose to roll up only items affected by a change in the cost of the
selected item.
Tree view explosion level Determines how much information is displayed

when you select an item in the Standard Cost Changes window. If your
business has many records, choose Single Level Bill of Material so that
information is displayed more quickly. (You can always expand the view of the
information, if needed.)
5. Select a posting account for rounding differences.
6. Choose a security set to be used when a user attempts to revalue items in the
Rollup and Revalue Inventory window or in the Standard Cost Changes
window.
Refer to Process security on page 18 for more information.
Users who attempt to revalue items must be included in the security set, or they
must enter the appropriate password before the revaluation can occur.
7. Choose OK and close the window.
Shrinkage overview
Shrinkage is the anticipated loss of an item.
Types of shrinkage
You can specify a shrinkage value for finished goods (parent items), for components
(child items), or both.
Finished good shrinkage Finished good shrinkage might occur if not all items
that are started in production are adequate for meeting demand. For example, if you
discover that one out of every 100 finished goods you produce fails inspection, you
have one percent shrinkage of your finished goods. You can set up preferences so
that if you need to produce 200 of this item, materials and resources will be
scheduled to build 202—automatically covering any anticipated losses from
shrinkage.
Raw material shrinkage Raw material shrinkage might occur if some

components are flawed and can’t be used in production. Raw material shrinkage
also can occur if materials are wasted in the production process; for example, you
might need to use materials on trial runs during your setup processes. You can
indicate how much shrinkage you anticipate on an item-by-item basis.
How shrinkage is calculated

To calculate shrinkage, divide the extended required quantity (from either the
picklist or the manufacturing order, depending on if you’re calculating shrinkage
for a component or finished good) by 1, minus the shrinkage percentage. The
calculated quantities reflecting shrinkage should be rounded up, if necessary.
Including shrinkage in Manufacturing

When you enter item information in Inventory Control, you can specify shrinkage
percentages. The amounts you enter can be reflected in the quantity calculations for
manufacturing orders, in cost calculations for standard cost rollups, or both.
Refer to the table for more information about where the shrinkage percentage
information comes from, and how it’s determined if the shrinkage percentage is
reflected in quantities or costs.
Component Finished good

Shrinkage information ... the Item Resource Planning ... the Item Resource Planning
comes from ... Maintenance window, but you Maintenance window.
can change the shrinkage
percentage for a component
when you add the component
to a bill of materials in the Bill
of Materials Entry window.
Shrinkage is reflected in ... the scheduling preference you use for the manufacturing
the quantities if ... order includes the options to apply shrinkage to the quantity.
Refer to Setting up scheduling preferences on page 32.
Shrinkage is reflected in ... you’ve marked options to include shrinkage in standard cost
costs for standard cost rollups. Refer to Setting up costing system default settings on
rollups if ... page 10.
Shop calendars
You’ll use the Shop Calendar window to indicate which days your plant is
running—and which days it isn’t. You can choose weekends, holidays, or any other
days as “down days.” When you use modules such as Manufacturing Order
Processing, down days can be taken into consideration in order scheduling.
You might have to make specific adjustments to the calendar when unforeseen
events occur—when your plant has a down day because of a power failure, for
example, or when an extra shift is scheduled.
Settings you choose when defining the shop calendar will be the default settings for your
work centers. However, after you create work centers, changes to the shop calendar won’t be
reflected in existing work center calendars. Use the Shop Calendar when you’re initially
setting up your company, but use work center calendars to make day-to-day adjustments.
Defining the shop calendar

You need to define one shop calendar for each company, but you can adjust the
shop calendar for each work center.
To define the shop calendar:

1. Open the Shop Calendar window.
Defaults >> Calendar)
The window will open to the current month and year.
2. Enter the number of shifts, hours per shift and start time information.
The number of shifts multiplied by the hours per shift can’t exceed 24.
3. Mark the option for weekly down days. You can choose None, Sundays Only, or
Saturdays and Sundays.
Down days will appear in black.
4. Mark any other down days. A message will appear, telling you that continuing
with the process might affect scheduling. To continue the process, choose Yes.
To make a down day available for scheduling, select the day in the Shop Calendar
window to clear the setting.
Setting up work center options

Use work center default options to create two fields that will be linked to routing
operation codes. Enter the labels for the fields in the Work Center Preference
Defaults window.
To set up work center options:

1. Open the Work Center Preference Defaults window.
Defaults >> Work Centers)
2. In the User-Defined Prompt fields, enter the label or labels for the additional
fields you’re creating. These fields will appear in the Operations Setup window.
3. Choose OK.
Designating system users

System users have more access privileges than other users. Like system
administrators, system users can set preferences for other users.
Before you can designate system users, you must enter user information in the User Setup
window. Refer to your System Setup Instructions (Help >> Contents >> select Setting Up
the System) for more information.
To designate system users:

1. Open the Add Users window.
Defaults >> System User)
2. Enter or select the user ID for an employee who is to be a system user.
3. Choose Insert.
To remove a system user, mark the user ID in the scrolling window and choose Remove.
4. Continue, repeating steps 2 and 3 to add as many system users as you like.
Chapter 2: Security
Security builds safeguards into your software to restrict access to information,
processes, or windows. In Manufacturing, each of these types of security is
included. You should understand each of the three security types before setting up
security access for your users.
Before you set up security access for Manufacturing, you should have defined users and
determined the level of access each user will have.
• Manufacturing security types

• Process security
• Creating and modifying process security sets
• Using Manufacturing module security
Manufacturing security types

Refer here for information about some of the terms related to security.
User security You can determine which windows and reports each user in your
organization can use. Users can’t use any modified windows or reports until you
give them access to the windows and reports. Window and report security is used
throughout your accounting and manufacturing system. To learn more about
setting up user security, refer to the System Setup Guide (Help >> Contents >>
select Setting up the System).
User security can be used to restrict access only to windows and reports. To restrict access to
information on a field-by-field basis, use Field Level Security or create alternate forms and
windows. Refer to the Modifier User’s Guide for more information about creating alternate
forms and windows. Refer to the System Setup Guide (Help >> Contents >> select Setting
up the System) for more information about Field Level Security.
Process security Process security is a special type of security that you can use to
limit authority for completing special procedures in Manufacturing, such as
revaluing inventory or generating manufacturing orders from Sales Order
Processing. First, you must define process security sets. A process security set can
be based on a list of users who will have authority to complete a specific process, or
it can be based on a password. You can create as many process security sets as you
like and apply different sets to different processes throughout Manufacturing.
For more information, refer to Process security on page 18 and Creating and modifying
process security sets on page 18.
Manufacturing module security Some Manufacturing processes—such as

generating Material Requirements Planning (MRP) information or updating routing
records—can be done only when no other users are working with certain records.
With the security that is provided for bills of materials, routings, data collection,
and MRP, you can see which other users are using records that prevent you from
completing MRP regeneration or other processes. You can end other users’ sessions
or you can ask them to end their sessions.
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You also can use Manufacturing module security to unlock records that might
become locked if a user’s computer becomes suspended. If a power failure occurs
when a user is updating a routing record, for example, the routing record might
need to be unlocked.
For more information, refer to Using Manufacturing module security on page 19.
Process security
Process security is useful for safeguarding certain manufacturing processes, such as
revaluing standard cost items or overriding purchase order quantities. With process
security in place, you can limit who in your company has authorization to complete
certain critical processes.
Manufacturing process security system uses security sets—passwords or groups of

user IDs—to limit who can complete certain tasks. When a security set for a task is
based on a group of users, only users in that group can perform the task. When a
security set for a task is based on a password, any user who attempts to complete
the task will be required to enter the appropriate password before proceeding.
You can use process security for completing the following tasks.
• Revaluing inventory
• Linking job elements to jobs
• Changing a sales order line item quantity when a manufacturing order is linked
to it
• Changing job links
• Changing the status of a job
• Overriding manufacturing order quantities
• Changing order fulfillment history
• Auto-generating manufacturing orders
• Managing links between manufacturing orders and purchase orders for
outsourcing
• Managing shipments to outsourcing vendors
• Updating groups of bills of materials
Creating and modifying process security sets

You can create an unlimited number of security sets. You can use the same security
set for all tasks that are protected by process security, or you can create a separate
security set for each task.
Once you’ve created a process security set, you can modify it at anytime. For
example, you might change the password or add or remove user IDs.
C H A P T E R 2 S EC U R IT Y
To create or modify process security sets:

1. Open the Process Security Setup window.
Defaults >> Process Security)
2. Enter or select a name for the security set.
3. If you’re creating a new security set, mark Password or User ID to determine

the kind of security set you’re creating. If you’re modifying an existing security
set, skip to step 4.
• If you marked Password, enter the password.
• If you marked User ID, use the lookup button on the User IDs field to
choose the users to include in the security set.
4. Make changes, as needed.
• To change a password, select the text in the Password field and enter the
new password.
• To add a user, choose a user in the User IDs field.
• To remove a user, mark the user ID in the scrolling window and then choose
Remove.
5. Choose Save.
Using Manufacturing module security

You can use Manufacturing module security to unlock locked bills of materials,
routings, data collection records, manufacturing orders, and MRP-planned orders.
You also can use module security to remove MRP users. You might need to unlock
records to perform certain processes, such as regenerating MRP information.
The window you’ll use to view or unlock locked records will depend on the type of
record you’re working with.
You need system administrator access to unlock most records. To unlock some
records, you must supply the system password to open the window. To unlock
other records, you must supply the system password when you choose the Delete
button.
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To use Manufacturing module security:

1. Open the appropriate window for the type of record to unlock.
Refer to the table for more information.
Type of record Window and path

Bill of materials BOM Security window
(Transactions >> Manufacturing >> Bill of Materials >> Security)
Routing Routing Security window
(Transactions >> Manufacturing >> Routings >> Security)
Data collection Data Collection Transaction Security window
(Transactions >> Manufacturing >> WIP >> TRX Security)
Manufacturing order Manufacturing Order Security window
(Transactions >> Manufacturing >> Manufacturing Orders >>
Security)
MRP MRP Security window
(Transactions >> Manufacturing >> MRP >> Security)
MRP-planned orders MRP-Planned Order Security window
(Transactions >> Manufacturing >> MRP >> MRP Planned Order
Security)
2. View the information in the scrolling window. Each of these windows displays
the user ID of the person who has locked each record.
It’s a good idea to contact the user and request that he or she close the window to unlock
a record. If that’s not possible, use these windows to end user sessions.
3. Highlight a record to unlock in the scrolling window.
4. Choose Delete.
5. Repeat steps 3 and 4 to unlock as many records, as needed.
6. When you’ve finished, close the window.
Chapter 3: Manufacturing core functions setup
Information about setting up system settings for use with core functions modules—
Bills of Materials, Sales Configurator, and extensions to Microsoft Dynamics GP
Sales Order Processing—is included here. You must set up system and user settings
to determine how Manufacturing will function for your business.
• Setting up bills of materials system settings

• Phantom items as components of phantom items
• Setting up Sales Configurator options
• Setup options for sales order extensions
• Setting up manufacturing sales order due dates
• Setting up manufacturing orders for sales orders
• Setting up order fulfillment options
Setting up bills of materials system settings

System settings for Manufacturing Bill of Materials help you to accomplish several
tasks. Refer to the table for more information.
Task Required?
Specify whether component lead time should be calculated based on the Yes
manufacturing order start date or the manufacturing order due date.
Select the visual cues for the Bill of Materials Entry window and the Bill of No
Materials View window. (This can be changed on a user-by-user basis.)
Set up user-defined fields for bills of materials. No
Specify whether site information for building a phantom subassembly item will No
be based on the phantom item’s bill of materials or the finished goods’ bill of
materials.
Specify options for mass-changing bills of materials. No
You’ll use the BOM Preference Defaults window to complete these tasks.
To set up bills of materials system settings:

1. Open the BOM Preference Defaults window.
Defaults >> Bill of Materials)
2. Specify which visual cue should be used by default in the Bill of Materials Entry
window and the Bill of Materials View window.
Each user can choose a different visual cue, if needed.
3. Choose the date that should be used to calculate component lead time dates.
This selection determines how lead times are calculated for all components and
can’t be changed on a per-user basis.
For more information about lead time offsets, refer to Lead time calculations in
Chapter 10, “Bill of Materials overview,” in the Manufacturing Core Functions
documentation.
4. You can enter labels for user-defined fields, if needed.
Later, you can add information in the user-defined fields in the Bill of Materials
Entry window. You can enter information for each component in each bill of
materials. Refer to Changing component details in Chapter 12, “Bill of Materials
entry,” in the Manufacturing Core Functions documentation for more
information.
5. To specify how the issue-to site for components of phantom items are
determined, you can use the Use Work Centers from the phantom’s BOM
option.
Refer to the table for more information.
Option is marked Option is unmarked

Phantom item has The issue-to site for components of the phantom item comes from
no issue-to site in the phantom item’s bill of materials.
the finished goods’
bill of materials
Phantom item has The issue-to site for components The issue-to site for components
an issue-to site in of the phantom item comes from of the phantom item are comes
the finished goods’ the finished good’s bill of from the phantom item’s bill of
bill of materials materials. materials.
Refer to Phantom items as components of phantom items on page 23 for examples of

how the rules are applied when a manufacturing order for a phantom item
includes phantom components.
6. To specify the default spacing between position numbers, enter a number in the
New Component Position Number Incremental Spacing field.
We recommend that you leave a few spaces in between position numbers to

allow room to add more position numbers later. Refer to Chapter 11, “Position
numbers” in the Core Functions manual for more information.
7. Mark the Archive copies of mass-changed BOMs option to keep a copy of the
original bill of materials each time a bill of materials is changed using the BOM
Mass Updates window.
8. If you marked Archive copies of mass-changed BOMs, you also can specify
whether the revision history for the bill of materials should be archived. Mark
Copy Revision History to the Archived BOM if revision history also should be
stored.
C H A PT E R 3 M A N U F A C T U R I N G C O R E F U N C T I O N S S E T U P
9. Mark the bill of materials types that should not be included when changing bills
of materials using the BOM Mass Updates window. You can choose to exclude
Manufacturing, Engineering, Configured, or Super bill of materials types from
mass changes.
For example, if you mark Engineering, Engineering will be marked in the

Exclude BOM types from mass changes option in the BOM Mass Updates
window and you will need to unmark it to change an engineering bill of
materials.
10. You can enter or select a process security set if use of the BOM Mass Updates
window should be limited to a certain group of users or should require a
password.
Phantom items as components of phantom items

If you’re going to create manufacturing orders for phantom subassembly items that
include phantom subassemblies, rules for determining the sites for the components
will depend on whether you marked the Use Work Centers of phantom’s BOM in
the BOM Preference Defaults window.
Refer to the following examples for more information.
Bills of materials
For these examples, assume that the following is your bill of materials for the
finished good. Note that it includes a phantom subassembly item that has its own
phantom subassembly item.
Finished good
Phantom 1 Issued to work center 100
Component A Issued to work center 200
Phantom 2 Issued to work center 300
Component B Issued to work center 400
Component C Issued to work center 400
Example 1
If Use Work Centers of phantom item’s BOM is marked, the picklist for the
manufacturing order to build Phantom 1 would include the following information:
• Component A would be issued to work center 200

• Component B would be issued to work center 400
• Component C would be issued to work center 400
Example 2
If Use Work Centers of phantom item’s BOM is not marked, the picklist for the
manufacturing order to build Phantom 1 would include the following information:
• Component A would be issued to work center 100

• Component B would be issued to work center 300
• Component C would be issued to work center 300
Setting up Sales Configurator options

Use Sales Configurator preferences to determine how Sales Configurator will work
for your business and how its use will affect other modules.
To set up Sales Configurator options:

1. Open the Sales Configurator Preferences window.
Defaults >> Sales Configurator)
2. Mark Display Manufacturing Order Start Date while configuring if a start date
for the associated manufacturing orders should be created automatically.
When you open the Sales Configurator window from the Sales Item Detail
window, a manufacturing order automatically will be generated. If you’ve
marked this option, a start date for the order will be calculated and included. If
you don’t mark this option, a start date won’t be calculated until you choose
Schedule in the Sales Configurator window.
3. Mark Display Messages for Option Promotions to see messages about special
promotions for the options you’re using as you’re working with the Sales
Configurator.
Setup options for sales order extensions

Microsoft Dynamics GP Sales Order Processing includes tools you can use to
manage sales functions in your manufacturing environment. However, when you
install Manufacturing you also must complete additional setup tasks that determine
how sales affect other modules. For example, you must specify default settings for
manufacturing orders that will be generated automatically from sales orders.
When Manufacturing is installed, you must complete the following setup

procedures:
Due date options You must specify how due dates for manufacturing orders
linked directly to sales orders should be calculated. Refer to Setting up manufacturing
sales order due dates on page 25 for more information.
Manufacturing order options To automatically generate manufacturing

orders from sales orders, you must specify the default settings for those
manufacturing orders. You also can specify whether customer priority levels should
affect the priority levels of manufacturing orders generated from sales orders. Refer
to Setting up manufacturing orders for sales orders on page 26 for more information.
Order fulfillment options To track additional information about how orders

are fulfilled, you must set up order fulfillment options. You can specify a default
carrier and FOB point. You also can select options so users can modify the freight
and miscellaneous charges associated with order fulfillment. Refer to Setting up
order fulfillment options on page 27 for more information.
For more information about sales order processing and setup, refer to the Sales Order
Processing documentation.
Setting up manufacturing sales order due dates

Use the Manufacturing Series Sales Order Preferences window to specify how due
dates for sales orders will be calculated.
To set up manufacturing sales order due dates:

1. Open the Manufacturing Series Sales Order Preferences window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Sales >> Sales Order
Processing >> Additional >> Manufacturing Sales Order Prefs)
2. To be warned when you schedule a sales order due date on a date that is a
company-wide down day, mark Check “Down Days.” You also can specify how
the alternate date for the sales order should be calculated.
None Mark None if a new due date shouldn’t be assigned.
Move Earlier Mark Move Earlier to assign the closest preceding open date.
Move Later Mark Move Later to assign the closest following open date.
3. Enter the number of days the in-house due date for the order should precede
the requested ship date.
The in-house due date must be on or before the Requested Ship Date, and the
Requested Ship Date must be on or before the Customer Promise Date.
• If the in-house due date should be a certain number of days before the
requested ship date, enter the number of days in the Due Date Offset field.
• If the in-house due date should be the same as the requested ship date,
leave the Due Date Offset field blank.
4. You can continue setting up Manufacturing sales order options by completing

Setting up manufacturing orders for sales orders on page 26, or you can choose OK
and close the window.
Setting up manufacturing orders for sales orders

Use the Manufacturing Series Sales Order Preferences window to enter default
settings for manufacturing orders that are generated automatically from sales order
entries. Manufacturing orders created from sales orders automatically are
scheduled, and their picklists are built.
To set up manufacturing orders for sales orders:

1. Open the Manufacturing Series Sales Order Preferences window.
Processing >> Additional >> Manufacturing Sales Order Prefs)
2. To allow users to create manufacturing orders during the sales order entry
process, determine the level of user action you’ll require from the users.
Refer to Manufacturing orders generated from sales in Chapter 21, “Sales order
entry,” in the Manufacturing Core Functions documentation for information
about how the fulfillment method for an item and this setting affect how
Manufacturing handles back-order quantities.
Enable Silent MO Generation Mark this option to automatically generate

manufacturing orders when sales orders are entered for item quantities that are
greater than what is currently in stock.
Enable Manual MO Generation Mark this option to allow users to

generate manufacturing orders. If you mark this option, users will need to
provide basic information for the manufacturing order.
3. Set the Priority list to reflect the priority level for automatically generated
manufacturing orders. The priority level is reference only and won’t affect
scheduling.
4. Mark Apply Customer Priority to Generated MO if you’re using customer

priority levels and the priority level that you’ve assigned to customers should
affect the priority of manufacturing orders generated from sales orders.
If you mark the option, specify how customer priorities should be translated to
manufacturing order priorities.
You can specify a customer’s priority level in the Customer Maintenance window
(Cards >> Sales >> Customer). For more information, refer to Microsoft Dynamics GP
Sales Order Processing documentation.
5. To limit user access for changing sales order quantities for sales orders that have
associated manufacturing orders, enter or select a process security set in the
Edit SO QTYs when MO is Attached Process Security field.
This option allows you to override back-ordered, canceled, invoiced and billed
quantities so the quantities can equal the quantity ordered or invoiced. For
example, suppose a customer has ordered 1,000 widgets and you want to ship
the 500 widgets that have been built so far. If you use this option, you can
handle partial shipments.
If you don’t select a process security set but try to adjust a sales order quantity for a
sales order with an associated manufacturing order, a message will warn you that you
don’t have the appropriate access privileges to change the sales order quantity.
6. Mark the default order status for automatically generated manufacturing

orders. You can choose Open or Released. You can change the order status for
specific manufacturing orders.
Refer to Manufacturing order statuses and How statuses limit activities—both in

Chapter 6, “Manufacturing order overview,” in the Manufacturing Production
Functions documentation—for more information.
7. Mark Change MO status on Order Transfer to change the status of a

manufacturing order when the status of the associated sales order changes from
Quote to Order.
8. To limit authority for generating manufacturing orders, enter or select a MO

Generation Process Security Set.
For more information about process security sets, refer to Process security on page 18
and Creating and modifying process security sets on page 18.
9. Enter or select a default scheduling method for automatically generated

manufacturing orders. You can change the scheduling method for a
manufacturing order.
For more information about creating scheduling methods, refer to Setting up scheduling
preferences on page 32.
10. Enter or select the default inventory site from which items for the
manufacturing order will be drawn. You can change the Draw Inventory From
Site for a manufacturing order.
Setting up order fulfillment options

Manufacturing extends the order fulfillment options that are available through
Sales Order Processing. Use the Order Fulfillment Setup window to set up
Manufacturing-specific order fulfillment features.
Besides setting up these system preferences, you must be sure other sales order type and item
options are in place. Refer to Requirements for order fulfillment history in Chapter 22,
“Order fulfillment,” in the Manufacturing Core Functions documentation for more
information.
To set up order fulfillment options:

1. Open the Order Fulfillment Setup window.
Processing >> Additional >> Order Fulfillment Setup)
2. Enter or select the default shipping method.
3. Select the default unit of measurement from the Shipping U of M list.
4. Enter the default UPS zone.
5. Enter or select the default FOB point.
6. To restrict authority for editing fulfillment history records, enter or select a

process security set in the History Edit Security Set field.
Refer to Process security on page 18 for more information about process security sets.
7. Mark Override Freight Charges so users can enter freight charges in the Freight
and Misc Adjustments window.
8. Mark Override Miscellaneous Charges so users can enter miscellaneous charges

in the Freight and Misc Adjustments window.
Chapter 4: Manufacturing production functions
setup
This documentation includes information about setting up system settings for use
with production functions modules: Routings, Manufacturing Order Processing,
Outsourcing, and Work in Process. You’ll need to set up system and user settings to
determine how Manufacturing will function for your business.
• Setting up routing update options

• Setting up sequence entry options
• Setting up sequence spacing, notes, and pointer usage
• Scheduling preferences
• Setting up scheduling preferences
• Setting up additional scheduling method options
• Setting up manufacturing order processing
• Specifying outsourcing manufacturing order options
• Setting up data collection options
• Setting up options for outsourcing costs
• Rules for outsourcing setup changes
Setting up routing update options

Routing update options compare planning routings—those that are used to
determine resource requirements for potential manufacturing orders—and active
routings—those that are used on the production floor to manufacture goods. The
planning routing can be converted to an active routing and tied to a manufacturing
order.
To set up routing update options:

1. Open the Routing Preference Defaults window.
Defaults >> Routings)
2. Determine how planning routings should be updated.
Compare as Number If all planning routing sequence numbers are

numeric, mark Compare as Number.
Confirm Save To have a confirmation message displayed before planning

routing updates are changed, mark Confirm Save.
3. Determine if updating other planning routings should be based only on the

routing name and sequence number. Whether a routing update is reflected in
other routings is always determined by the routing name and sequence number.
Those two criteria must match before a change in one routing sequence is
reflected in a sequence in another routing.
• If you mark Match WC ID, the routing sequence change will be reflected in
only routing sequences that have the same routing name, sequence number
and work center.
• If you don’t mark Match WC ID, all routings with that routing name and
sequence number will be updated, regardless of the work center ID.
4. Determine how to update active routings.
Whether a routing update is reflected in other routings is always determined by

the routing name and sequence number. Those two criteria must match before a
change in one routing sequence is reflected in a sequence in another routing.
• If you mark Match WC ID, the routing sequence change will be reflected in
only those routing sequences that have the same routing name, sequence
number and work center.
• If you don’t mark Match WC ID, all routings with that routing name and
sequence number will be updated, regardless of the work center ID.
5. Mark one or both search options for your routing records.
• If you mark Item Number, searches of routing records will return only
routings that include the item number you specify.
• If you mark Routing Name, searches of routing records will return only the
routing that has the name you specify.
6. Choose OK.
Setting up sequence entry options

If you print routing information for use on the production floor, you can use
sequence entry options to ensure that information your employees need is included
on the reports.
To set up sequence entry options:

2. Mark Replace Routing Seq. Descr. with WC Descr. to see work center
descriptions rather than routing sequence descriptions.
3. Mark Append WC Description to Routing Notes to have the work center

description added to the routing notes.
C H A P T E R 4 M A N U F A C T U R I N G P R O D U C TI O N F U N C T I O N S S E TU P
4. Mark Attach WC Notes to Routing Notes to have the work center notes added
to the routing notes.
5. Choose OK.
Setting up sequence spacing, notes, and pointer usage

Use the Routing Preference Defaults window to set up options for sequence number
spacing, to specify if routing sequence notes should be included with certain
reports, and to determine if pointer routings can be used in your facility. Pointer
routings are template routings you can use in your regular routings to describe how
to complete routine tasks, such as packaging and shipping products.
To set up sequence spacing, notes and pointer usage:

2. Enter the default spacing for routing sequence numbers. For instance, if
sequence steps should be numbered 10, 20, 30 and so on, the Sequence Spacing
would be 10.
We recommend using spacing intervals of 10 or 100. This makes it easier to insert a new
sequence between two existing sequences.
3. Mark Use Pointer Routings to use pointer routings in your system.
Refer to Pointer routings in Chapter 5, “Pointer routings,” in the Manufacturing

Production Functions documentation for more information about pointer routings.
4. To include routing sequence notes with the shipping report that accompanies
items shipped to an outsourcing vendor, mark Include Sequence Notes Report
with Outsourcing Shipping Report.
5. To include routing sequence notes with the purchase order that is created to
purchase outsourced services, mark Include Sequence Notes Report with
Purchase Order Report.
6. Choose OK.
Scheduling preferences
Use the Scheduling Preferences window to create scheduling preferences. Each
scheduling preference includes information about scheduling manufacturing orders
and handling material issues such as applying shrinkage, posting transactions and
closing manufacturing orders.
Unlike options you set up in other user preferences windows in Manufacturing,

scheduling methods you define here can be used throughout the system by any user
who has authority to open and schedule manufacturing orders.
End Item/Raw Material Issue Use the Scheduling Preferences window to

determine if shrinkage percentages are applied to raw materials and finished item
quantities. You’ll also choose the default inventory site accounts that raw materials
will be drawn from and finished goods will be posted to. The default sites will have
precedence over any default site that you select in the Item Quantities Maintenance
window.
Scheduling Options Use Scheduling Options to determine how the amount of

time estimated to complete a manufacturing order should be calculated. If the
option is unmarked, the end quantity of the manufacturing order is multiplied by
the per-piece cycle time to determine the estimated time to complete the
manufacturing order. If the option is marked, the starting quantity is used to
determine the estimated time to complete the manufacturing order.
Closing Options If you’re using configured bills of materials (generated

through the Sales Configurator), use these options to determine what happens to
the configured bills of materials you create when the associated manufacturing
orders are closed. You can archive the configured bills of materials—move them to
another directory for storage, you can delete the configured bills of materials from
the list of “active” bills of materials, or you can do both.
Process Security To require special authorization to override the minimum and

maximum manufacturing order size, you can select a process security set to restrict
authority for this process.
Setting up scheduling preferences

Use the Scheduling Preferences window to define different scheduling methods for
your products. You also can use this window to choose the default scheduling
method.
When you create a scheduling preference, you can determine how shrinkage
percentages are applied to manufacturing orders that use that scheduling
preference. You can choose from the following available options:
Apply Shrinkage to End Item Starting Quantity Ending quantities for

manufacturing order finished goods should reflect shrinkage amounts.
Doing this will help to ensure that the number of finished goods you get from a
manufacturing order reflects the anticipated shrinkage of the finished goods during
the manufacturing process. For instance, an electronics component manufacturer
might know that she can expect to have 3% shrinkage when a certain widget is
produced; that is, to make 100 widgets, she’ll have to plan to make 103 widgets, to
cover the expected shrinkage. Refer to Shrinkage overview on page 12 and Including
shrinkage in Manufacturing on page 12 for more information.
Apply Shrinkage to Raw Material Issue To ensure that sufficient materials

are issued to manufacturing orders to reflect component item shrinkage amounts.
Doing this will help to ensure that the amounts of raw materials you issue to
manufacturing orders will reflect the anticipated shrinkage of the components. For
example, an electronic components manufacturer might know that she can expect
2% shrinkage for a certain component. That is, she knows that for every 100
components she issues for use in a manufacturing order, two will be unsuitable for
some reason. Refer to Shrinkage overview on page 12 and Including shrinkage in
Manufacturing on page 12 for more information.
You also must define other aspects of each scheduling method, such as auto-posting and
process security preferences. Refer to Setting up manufacturing order processing on page 34
and Creating and modifying process security sets on page 18 for more information.
To set up scheduling preferences:

1. Open the Scheduling Preferences window.
Defaults >> MO Schedule Prefs)
2. Enter the name of the scheduling preference.
3. If this scheduling preference is to be the default scheduling preference, mark

Default. You can specify only one default scheduling method. The default
scheduling method will be the default scheduling preference for each
manufacturing order you create, but you can select a different scheduling
preference, if needed.
If you’re using quick manufacturing orders, you must specify a default

scheduling method.
4. Determine how to deal with item usage issues.
5. Choose a default inventory site to draw inventory from for manufacturing

orders scheduled with this scheduling preference.
6. Choose a default inventory site to post inventory to when manufacturing orders

are closed.
7. Choose Save.
Setting up additional scheduling method options

Use the Scheduling Preferences window to set up additional options that affect how
your material requirements are calculated. You also can specify how configured
bills of materials will be handled after their associated manufacturing orders are
closed. The window also includes an option for using process security to enforce
manufacturing order quantities.
To set up additional scheduling method options:

1. Open the Scheduling Preferences window.
Defaults >> MO Scheduling Prefs)
2. Enter or select a scheduling preference.
3. Mark the closing options that reflect how the configured bills of materials
should be handled. You can mark either or both options.
Complete this step only if you’re using the Manufacturing Series Sales Configurator.
Archive (if possible) Configured BOM Saves the configured bill of

materials in an archive.
Delete Configured BOM when MO is closed Deletes configured bills of

materials after their associated manufacturing orders are closed.
4. Set process security to limit users’ abilities to override the minimum or

maximum manufacturing order sizes.
• To use an existing process security set, choose the Process Security lookup
button and select the appropriate set.
• To create a new process security set to restrict users’ access to this process,
enter the name of the new process security set in the Process Security field.
A message will be displayed and you’ll have the option to create a new set.
Choose yes.
Refer to Creating and modifying process security sets on page 18.
5. Mark the Schedule Manufacturing Order Start QTY option to calculate the
estimated time needed to complete a manufacturing order based on the start
quantity of the manufacturing order. If you don’t mark this option, the
estimated time will be calculated based on the end quantity of the
manufacturing order.
6. Select a default scheduling method. This scheduling method—Forward Infinite

or Backward Infinite—will be used when the scheduling preference is used for
manufacturing orders you enter in the Manufacturing Order Entry window.
Manufacturing orders that are generated—for example, manufacturing orders that are
suggested by MRP processing—always use backward infinite scheduling because they
are created based on a due date rather than on a start date.
7. Choose Save and close the window.
Setting up manufacturing order processing

Use the Manufacturing Order Preference Defaults window to enter information
that’s used when you work with manufacturing orders. For example, you can
specify a beginning number for your manufacturing orders, determine how
configured bills of materials will be handled, and determine how default values are
calculated when you close a manufacturing order.
You also can use the window to set up process security for tasks related to
outsourcing and to set up an extra field for tracking outsourcing information. Refer
to Specifying outsourcing manufacturing order options on page 38 for more
information.
To set up manufacturing order processing:

1. Open the Manufacturing Order Preference Defaults window.
Defaults >> Manufacturing Orders)
2. Enter beginning identifiers for manufacturing orders, for receipts, and for pick
documents. You can use letters and numbers.
The identifiers are the next default identifiers, and also are the basis of future
identifiers. For example, if you enter MO001, the next order will automatically
be numbered MO002, then MO003, and so on.
3. Select options for component allocations.
• If components should be allocated when the manufacturing order status is

Released, mark the Allocate Inventory when MO Status becomes Released
option.
If you mark the option to allocate components automatically when the

status of manufacturing order is changed to Released, component
transactions automatically are created. You can use the Manufacturing
Component Transaction Inquiry window to view information about the
allocations. Refer to Viewing component transaction information in Chapter 12,
“Manufacturing order inquiries,” in the Manufacturing Production
Functions documentation for more information.
Special rules apply if you mark this option and there are shortages of some
components when you change the status of a manufacturing order to
Released. Refer to Component shortages and automatic allocations in Chapter 7,
“Manufacturing order entry,” in the Manufacturing Production Functions
documentation for more information.
• If component items should remain allocated when a reverse issue

transaction is posted, mark Allocate upon Reverse Issue. (This means that if
you reverse-issue components, the component quantities will remain
allocated. You can then reverse-allocate them later, if needed.)
4. To print notes attached to the picklist with the picking report, mark Print
Picklist Notes with Picking Report.
5. Mark Manually select serial/lot numbers in Quick MO if you want to choose

the serial and lot numbers of components used for quick manufacturing orders.
6. Mark Require Serial/Lot Linking to require that all serial-numbered component

items and all lot-numbered component items are linked to the serial-numbered
or lot-numbered finished good item.
If you mark the Require Serial/Lot Linking option, you must link all available
serial-numbered and lot-numbered component items to a finished good in the
Manufacturing Serial/Lot Link Entry window before posting.
7. Specify whether lot numbers should be selected automatically by date received

or expiration date. The default option is Expiration Date.
Date Received Mark this option to have lot numbers selected automatically
in the order that the items were received.
Expiration Date Mark this option to have lot numbers selected

automatically in order of their expiration dates.
8. Specify how to handle information about canceled and closed manufacturing

orders.
Remove Canceled Mark this option to set up a default entry for removing
canceled orders. If you mark this option, the Canceled Orders option will be
marked when you use the Remove Manufacturing Orders window. The
number of days you enter will be used to calculate the Last Change Date in the
Remove Manufacturing Orders window.
Remove Closed Mark this option to set up a default entry for removing
closed manufacturing orders. If you mark this option, the Closed Orders option
will be marked when you use the Remove Manufacturing Orders window. The
number of days you enter will be used to calculate the Last Change Date in the
window.
9. Determine how default quantities for manufacturing orders should be

calculated when you close a manufacturing order. You can choose to have
default quantity calculated based on the original manufacturing order start
quantity or the total quantity received. To decide on a case-by-case basis for
each manufacturing order, mark None.
For more information, refer to How required quantities are calculated in Chapter 6,
“Manufacturing order overview,” in the Manufacturing Production Functions
documentation.
10. Specify options for closing manufacturing orders. Mark the appropriate options
in the scrolling window at the bottom of the window.
Refer to the table for more information about the effect of each option.
Option Effect
Allow Negative WIP Quantities To be able to apply more labor, machine or material costs
to a manufacturing order than already exist in WIP for the
order, mark this option. This can be helpful if you want to
enter labor and machine costs for an actual-cost finished
good but don’t want to backflush those costs or do data
collection.
If your company is an average cost environment, be sure
this option is not marked. Negative inventory should not
be allowed in that case.
Delete Configured BOM when A configured bill of materials automatically is removed
MO is closed when the associated manufacturing order is closed.
(Deleted bills of materials can’t be retrieved later.)
Archive (if possible) Configured A configured bill of materials automatically is archived
BOM when MO is closed when the associated manufacturing order is closed.
(Archiving should be possible unless another bill of
materials already has been archived for the manufacturing
order.) You can retrieve an archived bill of materials, if
needed.
Display Low Component If quantities of a backflushed component aren’t sufficient
Backflushing Warning for a manufacturing order, a message is displayed.
Display Low Component Issued If you’re closing a manufacturing order and the issued
Warning quantity of a component (other than a backflushed
component) is less than the required quantity, a message
is displayed.
Display Material Remaining in If you’re closing a manufacturing order and there are
WIP Warning component costs remaining in WIP, a message appears.
Display Labor/Machine Costs If you’re closing a manufacturing order for an actual cost
Remaining in WIP Warning item (one with a perpetual valuation method), a message
appears if there are labor or machine costs in WIP for the
order.
Display Unused Allocated If you’re closing a manufacturing order and an allocated
Material Warning (but not issued) quantity remains, a message appears.
Display Labor/Machine If you’re closing a manufacturing order and there are
Incomplete Warning sequences that aren’t marked “Done,” a message appears.
Display Low Receipt Quantity Displays a message if you’re closing a manufacturing order
Warning and the total of all receipts for the manufacturing order is
less than the end quantity that was specified when the
manufacturing order was created.
Display Negative WIP Displays a message if the consumption of a component
Quantities Warning makes the WIP quantity of an item negative.
Display Negative Available Displays a message when the quantity to consume or the
Quantities Warning quantity to backflush makes the on hand quantity of a
component negative.
Display Outsourcing MO/PO Displays a message if you attempt to void or cancel a
Link Warning purchase order that is linked to a manufacturing order for
the purchase of outsourced services.
11. Choose OK.
Specifying outsourcing manufacturing order options

If you’re using outsourcing—if your manufacturing processes include steps or
services provided by outside vendors—then you can use the Manufacturing Order
Preference Defaults window to set up a label for a user-defined outsourcing field
and to specify process security sets for outsourcing tasks.
• You can specify a process security set for managing links between
manufacturing orders and purchase orders created to purchase outsourced
services.
• You can specify a process security set for managing shipping information.
Use the Manufacturing Order Preference Defaults window to select process security
sets and to set up a field for tracking additional information for shipments to
outsourced vendors.
To specify outsourcing manufacturing order options:

1. Open the Manufacturing Order Preference Defaults window.
Defaults >> Manufacturing Orders)
2. To track additional information for shipments to outsourcing vendors, enter a

label in the User-Defined Field Label for Outsourcing Shipping Records.
Later on, you can make entries in the field in the Manufacturing Shipments
window or the Manufacturing Shipments by Vendor window.
3. Enter or select a process security set for managing links between manufacturing
orders and purchase orders.
4. Enter or select a process security set for managing shipments to outsourcing

vendors.
5. Choose OK.
Setting up data collection options

Work In Process (WIP) focuses on data collection. You can use the WIP Preference
Defaults window to set up default options for data collection tasks.
Most of the data collection options you select in this window are default options—
users also can set their own preferences, based on their user IDs. The outsourcing
options, however, are company-wide and cannot be changed on a user-by-user
basis.
To set up data collection options:

1. Open the WIP Preference Defaults window.
Defaults >> WIP)
2. Mark Always Use Standard Labor Rate if costs associated with a job should
reflect the standard labor rate rather than the specific labor rate for each
employee.
3. Mark Enter Duration in Time Card Entry if most users will enter time for
manufacturing order routing sequences in terms of hours and minutes, rather
than start and stop times.
Marking this option doesn’t limit users in how they enter their time. The option
is the default setting for the Enter Duration Hours/Minutes option in the Time
Card Entry window. Users can mark or clear that option to enter time
information in either format.
4. Mark Clear MO Number to clear the manufacturing order number each time
you save a data collection record.
5. Mark Clear Sequence to clear the sequence number each time you save a data
collection record.
6. Mark Increment Sequence to display the sequence number for the next
sequence in the selected routing each time you save a data collection record.
7. Mark Clear Dates to clear dates each time you save a data collection record.
8. Mark Clear Times to clear times each time you save a data collection record.
9. Choose OK.
If you’re not using outsourcing, this is the only procedure you must complete in
this window. If you are using outsourcing, you must also complete the
procedure described in Setting up options for outsourcing costs on page 40.
Setting up options for outsourcing costs

Use the WIP Preference Defaults window to specify how outsourcing costs will be
tracked for your company. You don’t need to complete this procedure unless your
manufacturing processes include outsourced services.
To set up options for outsourcing costs:

1. Open the WIP Preference Defaults window.
Defaults >> WIP)
2. Mark Apply Additional Outsourcing Costs to MO if additional costs for

outsourcing should be applied to manufacturing orders that include
outsourcing.
If you mark this option, additional costs—trade discount, tax, freight and
miscellaneous charges—will be debited to the finished goods account for the
manufacturing order, and credited to the inventory offset account.
3. Mark Outsourced Sequences as “Done” when Service is Received if data

collection records should reflect that a sequence is complete when you receive
items from the outsourcing vendor.
4. Select the cost bucket to be used to track outsourcing costs.
If possible, choose a cost bucket that isn’t usually used by your company. Refer to
Outsourcing cost buckets in Chapter 15, “Outsourcing overview,” of the
Manufacturing Production Functions documentation for more information.
5. If you selected a labor cost bucket, mark Allow Outsourced Labor Codes.
6. Mark Rename Selected Cost Bucket as “Outsourcing” to have the word

“Outsourcing” replace the usual name of the cost bucket in windows and
reports.
7. Choose OK.
Rules for outsourcing setup changes

It is possible to change some setup options for outsourcing features. However, you
should be aware of these rules:
• You cannot change from a labor cost bucket—Labor, Labor Fixed Overhead or
Labor Variable Overhead—to a machine cost bucket, as long as your system
includes labor code definitions that have been specified for outsourcing.
If you have labor codes designated for outsourcing, you must delete them
before you can change the cost bucket. Further, you cannot delete any labor
code that exists on a planning routing or as part of a manufacturing order that
hasn’t been closed.
• If you change from a machine cost bucket—Machine, Machine Fixed Overhead

or Machine Variable Overhead—to a labor cost bucket, a message will be
displayed if any planning routing or working routing for an unclosed
manufacturing order includes an outsourced sequence. The message will

suggest that you review and update those routings.
• If transactions for outsourcing costs have been saved, those transaction

amounts will be posted to the accounts associated with the cost bucket that was
selected when the transactions were saved.
For example, suppose you were using the Machine cost bucket for outsourcing
costs, and that you had saved transactions for outsourcing costs. If you then
changed to use the Labor cost bucket, the transactions would still be posted to
accounts for Machine costs.
Chapter 5: Manufacturing management functions
setup
This documentation includes information about setting up system settings for use
with management functions modules: Quality Assurance, Engineering Change
Management and Job Costing. You’ll need to set up system and user settings to
determine how Manufacturing will function for your business.
• Setting up Quality Assurance

• ECM system settings
• Setting engineering change system settings
• Specifying modules for ECM warnings
• Job Costing system preferences
• Defining Job Costing system settings
Setting up Quality Assurance

To set up Quality Assurance, you must define the default Quality Assurance (QA)
site. If an item requires incoming inspection—if the Receive Purchase Orders to QA
Site option is marked for the item in the Item Engineering Data window—the
receipt will be to the QA site you select, regardless of the site that’s originally
entered on the purchase order. If the items meet quality requirements, you must
complete an inventory transfer transaction to move the items from the quality
assurance site to inventory. Items that don’t require inspection will be posted to
inventory as soon as they are received.
You also can specify the next numbers to be used for Non-Standard Reports (NSRs)
and for Supplier Corrective Action Requests (SCARs).
If you’re using multiple bins, items are posted to the default purchase order receipts
bin—either for the site or for the item-site combination—when they are received
and require inspection.
Before you begin this procedure, be sure that the site you’re designating as the quality
assurance site has already been defined. Refer to Inventory Control documentation for more
information.
To set up Quality Assurance:

1. Open the QA Preference Defaults window.
Defaults >> QA)
2. Choose the site for posting items that require inspection.
3. Enter the document number for the next NSR.
4. Enter the document number for the next SCAR.
5. Choose OK.
ECM system settings

Engineering Change Management (ECM) is a part of the Manufacturing that
controls and tracks product changes.
Basically, the ECM system tracks which products are being changed and helps you
deal with the effects of those changes. If you’re changing a bill of materials, for
instance, you might want to warn buyers that component requirements might
change. Some product changes will need to be communicated to your customers;
others might not.
You’ll use ECM system preferences to determine both how the ECM system works
for your organization—how change orders will move through your organization,
for example—and how the ECM system affects other Manufacturing modules.
These are some of the terms you’ll need to know as you’re working with
Engineering Change Management:
Disposition code The disposition code describes what is to be done with the
existing inventory quantities of the item that is being changed.
Denial code The denial code describes why a request for an engineering change
is being denied.
Routing In Engineering Change Management, a routing is the list of users who

must approve of a change before the change can be put into effect. Routings can be
set up so that approvals can be granted in a specific order.
Setting engineering change system settings

You’ll need to complete these setup tasks once, but you can change them later, if
needed. User-specific preference tasks are described in Setting up engineering change
user preferences on page 71.
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To set engineering change system settings:

1. Open the ECM System Preferences window.
Defaults >> ECM)
2. To change order numbers to be generated automatically, enter the first number

to be used in the Next EC Number field.
3. To be able to delete change requests, mark the Allow Deletions option.
4. Determine if the time it takes for processing change requests should be tracked.
If it should, choose the date when tracking should begin—the ECM Statistics
Start Date—and set the number of days an engineering change order must be in
process to be considered “old.”
5. Determine how to have change requests routed through your organization.
Ignore Routing Order If the order of the approvals doesn’t matter, mark
Ignore Routing Order. If this option is marked, users must review engineering
change orders in the order users appear in the engineering change routing.
Auto-mark Routing when ECR is modified If your company uses the

ECM system mainly as a notification system and if change requests are to be
“approved” as soon as certain users view them, mark Auto-Mark Routing when
ECR is modified.
This option is the system default setting, but individual users can determine if
they want to use the “auto-mark” feature.
Reset Change Routing when ECR is modified If change orders should

go through the entire routing again if any of the reviewers make a change, mark
Reset Change Routing when ECR is modified.
Only Allow Users in Routing to edit ECR If only users who are part of
the ECM routing should be able to edit the change request, mark Only Allow
Users in Routing to edit ECR.
Allow override on routing sign-off If alternate users should be able to

approve change orders, mark Allow override on routing sign-off.
Alternate users will be required to supply the appropriate password to approve

change orders. You’ll be prompted to enter the password as soon as you mark
this option.
6. Mark Use Default Routing to activate the default routing list and to require its
use.
Refer to Chapter 8, “Engineering change setup,” in the Manufacturing Management

Functions documentation for more information about creating routing lists for change
requests.
7. Choose OK to save your information and close the window.
You’ll also need to define disposition and denial codes, create change order
routings and determine which Manufacturing modules will display warnings
regarding change orders.
Refer to Specifying modules for ECM warnings on page 46, and to Chapter 8,
“Engineering change setup,” in the Manufacturing Management Functions
documentation for more information.
Specifying modules for ECM warnings

Engineering Change Management provides two major benefits. First, it helps
ensure you’ve got the necessary approvals in place before you change a product,
and second, it helps notify others of those pending changes.
To take full advantage of the notification features in Engineering Change

Management, you need to specify which modules should be affected by the
engineering change requests in your company. You’ll use the ECM Warning Display
Configuration window to make your selections.
To specify modules for ECM warnings:

1. Open the ECM Warning Display Configuration window.
Defaults >> ECM >> Go To button >> Warning Display Configuration)
2. Mark the modules or parts of modules that you want tied to the engineering
change management notification system. You can mark as many or as few
options as you like.
If you’re using one of the modules or windows marked here and select an item that has
an outstanding engineering change, a message appears, telling you there is an
engineering change request for that item. You can continue working with the record, or
C H A P T E R 5 M A N U F A C T U R I N G M A N A G E M E N T F U N C T I O N S S E TU P
you can choose View Details to open a view-only window summarizing the particular
engineering change request.
3. Choose OK to save the information and close the window.
Job Costing system preferences

The default settings you select for Job Costing in the Job Costing Preference
Defaults window will determine which transaction types can be used in calculating
job costs, who will be able to unlink job elements or apply transactions, and how
Payables Management transactions will be divided among jobs.
Job Costing includes the following entries:
Default Transaction List After you’ve created a transaction list, you can
specify it to be the default transaction list for jobs. If needed, you can select a
different transaction list in the Job Maintenance window.
Refer to Creating a transaction list in Chapter 12, “Job Costing setup cards,” of the
Manufacturing Management Functions documentation for more information.
Job Security Set The Job Security Set is a security group to apply to all jobs.
This will be the group of users who can change the status of a job, unlink elements,
or manually apply transactions. The Job Security Set can be based on a group of
user IDs or on a password.
For more information about security sets, refer to Process security on page 18.
Default Distribution Method Select a default method for distributing cost

amounts across jobs for Payables Management transactions. Most elements can only
be linked to one job, but some costs—such as freight and miscellaneous charges—
can be linked to several jobs. The default distribution method will determine how
the dollars are spread across the jobs in the system.
• If you select manual, you can specify the amounts to be distributed to different
jobs.
• If you select number of jobs, the costs will be divided among the linked jobs.
Defining Job Costing system settings

You enter default system settings once, but you can change these entries, as needed.
Refer to Job Costing system preferences on page 47 for more information.
To define Job Costing system settings:

1. Open the Job Costing Preference Defaults window.
Defaults >> Job Costing)
2. Choose the default transaction list.
3. Choose the job security setting to determine which group of users can complete
job costing tasks, or which password will allow any user to complete those
tasks.
4. Choose the preferred method for distributing costs among jobs. Later, you can
adjust the amounts, as needed. Choices include Manual and Number of Jobs.
Manual If you choose Manual, you’ll need to manually distribute costs of a

financial transaction among jobs.
Number of Jobs If you choose Number of Jobs, the system will distribute
costs based on the number of jobs currently in your system.
If you select Number of Jobs, be sure that each of the jobs linked to the transaction is
assigned a transaction list that includes that type of transaction. For example, suppose
you have a receivings transaction with two lines, each linked to a different job. You use
the Number of Jobs method to distribute Miscellaneous expense between the jobs. If only
one of the jobs has been assigned a job transaction list that includes the Miscellaneous
transaction type, then all the expense will be applied to that job.
5. Choose OK.
Chapter 6: Manufacturing planning functions
setup
Information about setting up system settings for use with planning functions
modules, especially Material Requirements Planning (MRP), is included here. You’ll
need to set up system settings to determine how Manufacturing will function for
your business.
• MRP system settings

• Setting up general MRP options
• Setting up MRP buckets
• Generating MRP suggestions for supply orders
• Specifying quantities to include in MRP
• MRP options for past-due orders
• Choosing MRP display quantities
• Changing MRP quantity labels
• Scheduling MRP updates
• Setting security options for net changes
• Restoring MRP quantity labels
MRP system settings

System preference settings for Material Requirements Planning (MRP) can be
grouped into several categories. MRP settings are all made in the MRP Preference
Defaults window.
General MRP options Use these settings and options to reflect the basic use of
MRP in your business. For instance, you can use these options to determine the
default MRP bucket size and whether sales order quotes should be included in MRP
calculations. You also can specify whether down days should be considered when
release dates are calculated for MRP-planned orders. Refer to Setting up general MRP
options on page 50 for more information.
Bucket options Use these options to determine the buckets that will be used to
summarize MRP information. You must choose Days, but you also can choose
Weeks, Months, or both. You also can create a user-defined bucket to view
information. Refer to Setting up MRP buckets on page 51.
Generate MRP suggestions for supply orders options Use these options
to specify whether to generate MRP suggestions to move in, move out, or cancel
items on purchase orders or manufacturing orders to prevent shortages or overages.
Refer to Generating MRP suggestions for supply orders on page 52 for more
information.
MRP display quantities Use these options to make decisions about your
material requirements. The calculations you choose will be displayed in MRP
windows. Refer to Choosing MRP display quantities on page 53 for more information.
These options will be system default settings. Each user can also change these settings to a
customized view of MRP information. Refer to Setting up MRP user preferences on page 77
for more information.
Quantities to include Use these options to specify which quantities should be

included in MRP calculations. For example, you can choose to include—or
exclude—sales order quotes. Refer to Specifying quantities to include in MRP on
page 52.
MRP labels Use these options to define prompts and abbreviations that are
provided for various MRP quantities. You can use the default options or create your
own. If you choose to display these quantities, the prompts you’ve created for them
will be used in MRP windows. Refer to Changing MRP quantity labels on page 54 for
more information.
Schedule MRP options Use these options to specify how and when to update
MRP information, and how far into the future to calculate MRP information. Refer
to Scheduling MRP updates on page 55 for more information.
Security options Use these options to allow users to process net change
regeneration in the MRP Projected Available Balance Inquiry window and to limit
which users can process net changes. Refer to Setting security options for net changes
on page 56.
Setting up general MRP options

You can set up systemwide preferences in the MRP Preference Defaults window,
but users can change some settings based on their user IDs.
To set up general MRP options:

1. Open the MRP Preference Defaults window.
Defaults >> MRP)
2. Mark General MRP Options, as needed.
Calculate Items with no Activity MRP processes will calculate

information for all items, regardless of whether they are included in any sales
orders, purchase orders, manufacturing orders, sales forecast, or inventory
activity for the MRP regeneration period.
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Show Items with no Activity MRP windows will display information

about items with no activity. Information about items, sites, and item-site
combinations that have been excluded from MRP processing will also be
displayed in MRP windows (but the only information available for those
records will be the initial on-hand quantity).
This option isn’t available unless you mark Calculate Items with no Activity.
If you mark Show Items with no Activity, users who don’t want to see those items can
mark that preference in the MRP Preferences window. If you don’t mark Show Inactive
Items, however, no users can view the inactive records.
3. Mark the Activate Planning Time Fence option to have MRP-planned orders
planned outside the time fence.
Refer to Planning time fences and Example: Planning time fence in use in Chapter 8,
“MRP overview,” in the Manufacturing Planning Functions documentation for
more information.
4. Determine whether make or buy items should be treated as made or bought

items. This option determines whether manufacturing orders or purchase
orders are created or suggested when MRP processing identifies a shortage.
5. If you’re generating manufacturing orders or MRP-planned manufacturing

orders automatically, you must select a manufacturing order scheduling
preference.
6. With the Down Days Constraint list, specify which items’ release dates for
MRP-planned orders should reflect down days in the shop calendar.
Refer to Example: Planning time fence in use in Chapter 8, “MRP overview,” in the
Manufacturing Planning Functions documentation for more information.
7. Choose OK to save your selections. You can close the window or you can
continue to set up other MRP system preferences.
Setting up MRP buckets

Use the MRP Preference Defaults window to select the default bucket size for MRP
information. You also can set up a user-defined bucket size to view information.
To set up MRP buckets:

Defaults >> MRP)
2. Choose a default bucket size. Choices are Days, Weeks and Months.
You can choose to override this setting when you recalculate MRP quantities.
3. To create a special bucket size, enter the number of days in the bucket in the
User-Defined Bucket Size field, then enter a name for the bucket.
4. Choose OK to save your selections. You can close the window or you can
continue to set up other MRP system preferences.
Generating MRP suggestions for supply orders

Use the MRP Preference Defaults window to specify that if MRP calculations
uncover a shortage or an overage, suggestions are generated to reschedule or cancel
certain manufacturing orders or purchase orders.
You can use the MRP Quantities Query window to see which orders should be moved in or
moved out. Refer to Moving or canceling an order on page 77 in the Manufacturing
Planning Functions documentation for more information.
To generate MRP suggestions for supply orders:

Defaults >> MRP)
2. Mark options to generate suggestions if there is a shortage or an overage of an

item.
Move In Mark to generate suggestions that you reschedule certain

manufacturing orders or purchase orders to prevent shortages from occurring.
If MRP calculations uncover a shortage of an item and if there’s an existing
order for the item in the future, the order can be “moved in” to the existing
order to prevent the shortage. Refer to Moving or canceling an order on page 77 in
the Manufacturing Planning Functions documentation for more information.
Move Out Mark to generate suggestions that you reschedule certain

manufacturing orders or purchase orders to prevent stock overages on the
current due date. An appropriate future date to move the order to cover a future
net requirement is proposed. Refer to Moving or canceling an order on page 77 in
the Manufacturing Planning Functions documentation for more information.
Cancel Mark to generate suggestions that items should be canceled on certain

manufacturing orders or purchase orders to prevent stock overages. If the Move
Out option also is marked and a future net requirement exists that the order
may be moved to, the suggestion is to move out the order rather than cancel the
order. Refer to Moving or canceling an order on page 77 in the Manufacturing
Planning Functions documentation for more information.
3. Choose OK. You can close the window, or you can continue to enter MRP
system preferences.
Specifying quantities to include in MRP

Use the MRP Preference Defaults window to specify which manufacturing order
and sales order quantities should be reflected in MRP. You also can specify whether
past-due orders should be reflected in MRP.
To specify quantities to include in MRP:

Defaults >> MRP)
2. Mark options regarding how different order types and statuses are handled.
Include MO Quotes Material requirements for quote-status manufacturing

orders will be considered when MRP is calculated, and treated as planned
quantities.
Include SO Quotes Material requirements for quote-status sales orders will

be considered when MRP is calculated, and will be treated as planned
quantities.
Put SO Back Orders in Firm Buckets Requirements for back-ordered

sales orders will be added to the “firm” quantity requirements. If you don’t
mark this option, back-ordered quantities will be added to “planned”
quantities.
3. Determine if past-due manufacturing, sales orders, and purchase orders should

be included in MRP calculations. Refer to MRP options for past-due orders on
page 53 for more information.
If you want this capability for manufacturing and sales orders, mark Include
Past Due for prior. Use the Days field to specify how many days past due orders
can be to be included in MRP calculations.
Requirements for past-due manufacturing orders and their past-due components and
sales orders will be included in the past-due bucket of the regeneration.
4. Choose OK. You can close the window, or you can continue setting up MRP
system preferences.
MRP options for past-due orders

Material Requirements Planning (MRP) includes options that determine how past-
due orders will be handled. You can choose to allow past-due orders for sales
orders, purchase orders and manufacturing orders and their past-due components.
If you use these options, you must specify a time period for past-due orders. If a
past-due order is within the time period, you won’t need to create a new order to
account for its quantities, and MRP quantities will continue to reflect the past-due
order quantities.
For example, suppose your company allows past-due purchase orders that are
within a three-day time period. You’ve ordered 100 widgets to be delivered June 18.
The widgets are delivered June 20. Because they arrived within the three-day time
period, you can accept the order without having to create a new one, and MRP
quantities will still be current. MRP calculations will reflect the past-due widgets, so
no shortage will be reported.
If the delay of the widgets then caused the delay of the manufacturing order
fulfillment by a day, the order would still be fulfilled and its finished goods
included in MRP calculations.
If you choose not to use these options for handling past-due orders, MRP will
ignore the quantities on the past-due orders and you’ll need to create new orders
(with new due dates) to handle the quantities.
Choosing MRP display quantities

You can choose the MRP quantities to display in MRP windows.
Refer to online help for information about how the different quantities are calculated. Some
of these quantities will reflect MRP-Planned orders and demand.
To choose MRP display quantities:

Defaults >> MRP)
2. In the MRP Display Quantities section, choose an MRP quantity from each of
the lists. The quantities you choose will be displayed in your MRP windows.
For descriptions of MRP quantities, refer to MRP quantities in Chapter 8, “MRP

overview,” in the Manufacturing Planning Functions documentation.
The selections you make for displaying MRP quantities are system settings, but
individuals can choose to have different quantities displayed.
system preferences.
Changing MRP quantity labels

If you use different terminology for MRP quantities, you can change the labels on
the fields and have those labels used where the quantities are displayed.
The changes you make to the labels won’t be reflected in printed documentation or online
help, so it’s a good idea to be sure that you have agreement from all users before making this
change.
To change MRP quantity labels:

Defaults >> MRP)
2. Choose Redefine MRP Labels to open the Redefine MRP Labels window.
3. Change the terminology for as many or as few labels as you like. To reset the
labels, choose Restore Original Values.
4. Choose OK.
Scheduling MRP updates

Use the Schedule MRP window to schedule when to update MRP information. You
can create one schedule for a full regeneration and one schedule for a net change. A
full regeneration calculates all MRP requirements through the defined period of
time. A net change recalculates MRP information only for those orders that have
changed since the last time MRP was calculated. You must be a system
administrator to open this window.
A scheduled MRP run is a scheduled SQL job. The SQL Server Agent must be
running for the scheduled MRP to run.
To schedule MRP update:

Defaults >> MRP)
2. Choose Schedule MRP to open the Schedule MRP window.
3. If you are scheduling a full regeneration, enter the following information and
choose Save.
Run for Specify how far into the future MRP information should be
calculated. Enter a number and select days, weeks, or months.
Buckets Mark to determine how MRP information will be displayed. Days

must be one of your choices. The more options you mark, the longer MRP
processing will take.
4. From the Regeneration Type list, select a type of MRP update process.
5. Enter how often to run the update.
6. Mark when the update should occur. The schedule can occur once at a specific
time or at intervals that you specify.
7. Choose Save.
8. Choose OK to close the window.
Setting security options for net changes

Use the MRP Preference Defaults window to allow users to process net change
regeneration in the MRP Projected Available Balance Inquiry window and to limit
which users can process net changes.
For more information, refer to Process security on page 18 and Creating and modifying
process security sets on page 18.
To set security options for net changes:

Defaults >> MRP)
2. Mark the Allow Net Change from PAB Inquiry option to allow users to process
net change regenerations from the MRP Projected Available Balance Inquiry
window.
3. Enter or select a security set that can be used to restrict users’ abilities to process
a net change regeneration. You can limit access by user ID or by requiring users
to supply a password. This field is available if you mark the Allow Net Change
from PAB Inquiry option.
system preferences.
Restoring MRP quantity labels

To use the original MRP labels after you’ve changed them, you can restore the
original values.
To restore MRP quantity labels:

Defaults >> MRP)
2. Choose Redefine MRP Labels to open the Redefine MRP Labels window.
3. Choose Restore Original Values.
4. Choose OK.
PART 2: MANUFACTURING USER SETUP
Part 2: Manufacturing user setup
This part of the documentation includes information that will help you set up
Manufacturing user preferences. Most of this information will need to be set up
only once for each user, but you can refer to this information at other times for
instructions on modifying or viewing existing entries.
The following information is discussed:
• Chapter 7, “Manufacturing basic user setup,” describes options for setting up

user preferences. Information about specifying default selections for report
formats is included.
• Chapter 8, “Manufacturing core functions user setup,” includes information

about specifying user preferences for Bills of Materials.
• Chapter 9, “Manufacturing production functions user setup,” contains

information about specifying routing options and manufacturing order
scheduling options.
• Chapter 10, “Manufacturing management functions user setup,” includes

information about user preference settings for Engineering Change
Management and Quality Assurance.
• Chapter 11, “Manufacturing planning functions user setup,” includes

information about options for Capacity Requirements Planning and Material
Requirements Planning.
Chapter 7: Manufacturing basic user setup
You can set up preferences to customize some aspects of your Manufacturing
system—for instance, what information is displayed in a window or how fields are
cleared.
User preferences are set on a user-by-user basis. Because of this, users must log into
the system with their own user IDs to be able to see their user preferences in effect.
User preferences affect only the computer where the login was used.
Before you set up user preferences, you must set up system default settings for
Manufacturing. Refer to the following documents for more information:
• Chapter 1, “Manufacturing basic setup”

• Chapter 3, “Manufacturing core functions setup”
• Chapter 4, “Manufacturing production functions setup”
• Chapter 5, “Manufacturing management functions setup”
• Chapter 6, “Manufacturing planning functions setup”
• System administrators and user preferences

• General user preferences for Manufacturing
• Setting up manufacturing-specific preferences
• Setting up INI user settings
System administrators and user preferences

Access privileges for setting user preferences can vary from user to user. Some
users—such as system administrators—might be granted special “system user”
privileges so they can set up user preferences both for themselves and for others.
Most users, though, will have access privileges to set up only their own user
preferences.
If you don’t have access to the user preference windows but want to make changes, contact
your system administrator.
General user preferences for Manufacturing

Manufacturing includes several “general” user preference settings that you can use
to access other applications—such as web browsers or graphics applications—and
to customize characteristics such as fonts and colors in Manufacturing windows.
General user preferences can be grouped into three categories:
Manufacturing-specific user preference settings These affect options

available only for Manufacturing users. Refer to Setting up manufacturing-specific
preferences on page 60 for more details.
INI user settings These allow you to choose the location of other applications
that link to Manufacturing data, or that might help you view graphics or
multimedia files you’ve attached to your item records. Refer to Setting up INI user
settings on page 60 for more details.
PA RT 2 M A N U FA C T U R IN G U S E R S E T U P
Microsoft Dynamics GP user preference settings These determine the

display characteristics of windows: font styles such as italic or bold, font colors, and
so on. Refer to your System User’s Guide (Help >> Contents >> select Using the
System) for more details.
Setting up manufacturing-specific preferences

User preferences are a series of default system settings that are attached to each user
ID. After you set up your user preferences, they’ll be active each time you log on.
To set up manufacturing-specific preferences:

1. Open the User Preferences window.
(Microsoft Dynamics GP menu >> Tools >> Setup >> Manufacturing >> User
Preferences >> User)
2. If you have system user access privileges, enter or select a user ID in the Choose
User field. If you’re not a system administrator, your user ID appears.
3. In the Systems Options, mark a report option.
“Text reports” is the default Microsoft Dynamics GP format for printing reports.
Graphic reports have additional graphic features such as shading and borders.
4. Save the settings.
If you’re a system administrator and are setting up preferences for other users,
choose OK. The information will be saved and the window will stay open so
you can choose another user ID and continue to set up user preferences for
other users. Close the window when you’ve finished setting up user
preferences.
If you aren’t a system administrator, choose OK to save the settings and close
the window.
Setting up INI user settings

You must set up Manufacturing INI settings if you plan to use any of the following
features:
• Attaching graphics files to routings or items

• Attaching multimedia files to routings or items
• Attaching CAD files to routings or items
INI settings are specific to a computer, not to a user. You might want to use different
software to view files on different machines. Drafting department employees, for
example, might have the full version of the software used to create and modify
C H A P T E R 7 M A N U F A C T U R I N G B A S I C U S E R S E T U P
CAD drawings, while others in the company have versions of the software to only
view the drawings.
To set up INI user settings:

1. Open the MFG & HRP Settings window.
Preferences >> User >> INI Settings)
You need to specify pathnames only for the features you’ll use in Manufacturing. If
your company isn’t attaching graphics files to routings or items, for example, don’t set
up the graphics path.
2. Enter a path to a CAD application or choose the browse button on the Path to
CAD App field to find the application you’ll use to view CAD files. This
application will be used to view all electronic drawings on your computer that
have a CAD type.
3. Enter a path to a graphics application or choose the browse button on the Path
to Graphics App field to find the application you’ll use to view graphics.
4. Enter a path to a multimedia application or choose the browse button on the

Path to Multimedia App field to find the application you’ll use to view
multimedia files.
5. Enter a path to a graphing application or choose the browse button on the Path
to Graphing App field to find the application you’ll use to graph Manufacturing
data.
6. Close the window when you’ve finished specifying the pathnames to save the
information.
Chapter 8: Manufacturing core functions user
setup
Most Manufacturing modules include user preference settings. You can use these
settings to customize some aspects of the system—such as what information is
displayed in a window or how fields are cleared—on a user-by-user basis.
Manufacturing. Refer to these documents for more information:

• User preference settings

• Setting up bills of materials user preferences
User preference settings

Because user preferences are linked to the user ID you use to log into the system,
user preferences are in effect only when that user is logged into the system, and
affect only the computer where the login was used.
Most users can change only their own user preferences. System administrators,
however, can set user preferences for other users.
Setting up bills of materials user preferences

You can use the BOM Preferences window to select an icon that will be displayed in
the tree view of the Bill of Materials Entry window and the Bill of Materials View
window. Icons are available to show different information about the components in
each bill of materials, such as whether the item is tracked by lot or serial numbers,
whether it is a made or purchased item, and so on.
You also can use the window to view the systemwide values that have been set up
for your company. You can view the date value that is used to calculate component
lead time information, and you can view the labels that have been set up for user-
defined fields, if any.
To set up bills of materials user preferences:

1. Open the BOM Preferences window.
Preferences >> Bill of Materials)
2. If you have system administrator privileges, enter or select a user ID. If you
don’t have system administrator privileges, your own user ID will be displayed
in the Choose User field, and you can set up preferences for only your own
login.
3. Mark the icon to be used in the tree view of the Bill of Materials Entry window
and the Bill of Materials View window.
If you are a system administrator and are going to set up Bill of Materials
preferences for other users, choose Save. The information will be saved and the
window will stay open so you can set Bill of Materials user preferences for other
users. Close the window when you’ve finished setting user preferences for
additional users.
If you aren’t a system administrator, choose OK to save your settings and close
the window.
Chapter 9: Manufacturing production functions
user setup
Most Manufacturing modules include user preference settings. For production
functions modules, you can specify options for entering routing sequence and data
collection information.
Because user preferences are linked to the user ID needed to log into the system, the
preferences are in effect only when that user is logged into the system. User
preferences affect only the computer where the login was used.

• Setting up routing user preferences

• Setting up sequence entry user options
• Setting up spacing and pointer routing options
• Setting up WIP user preferences
Setting up routing user preferences

Use the Routing User Preferences window to customize each user’s view of routing
information. You can set up options affecting how updates to routings are reflected
in related routings. You also can choose sequence entry options for work center
opcodes and can set search options and sequence spacing.
Sequence entry options control the information that is retrieved when a user
accesses data during routing entry.
To set up routing user preferences:

1. Open the Routing User Preferences window.
Preferences >> Routings)
login.
3. Determine how to update planning routings.
Compare as Number If all planning routing sequence numbers are

numeric, mark Compare as Number.
Confirm Save To have the message “Are you sure you want to do this?”
displayed before planning routings are changed, mark Confirm Save.
4. Determine if other planning routings should be updated based only on the

routing name and sequence number.
Whether a routing update is applied to other routings is always determined by

the routing name and sequence number. The routing name and sequence
number must match before a change in one routing sequence is reflected in a
sequence in another routing.
• If you mark Match WC ID, the routing sequence change will be applied to
only the routing sequences that have the same routing name, sequence
number, and work center ID.
• If you don’t mark Match WC ID, all routings that have the same routing
name and sequence number will be updated, regardless of the work center
ID.
5. Determine if active routings should be updated based only on the routing name
and sequence number.
Whether a routing update is applied to other routings is always determined by

the routing name and sequence number. The routing name and sequence
number must match before a change in one routing sequence is reflected in a
sequence in another routing.
• If you mark Match WC ID, the routing sequence change will be applied to
only the routing sequences that have the same routing name, sequence
number and work center ID.
• If you don’t mark Match WC ID, all routings that have the same routing
name and sequence number will be updated, regardless of the work center
ID.
6. Determine how to search your routing records. You can mark either or both
Search Includes options.
• If you mark Item Number, searches of routing records will display only
those routings that include the item number you specify.
• If you mark Routing Name, searches of routing records will display only
the routing that has the name you specify.
7. Choose OK.
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Setting up sequence entry user options

To print routing information for use on the production floor, you can set up options
to ensure that the information your employees need is included in the reports. Use
the Routing User Preferences window to set up routing entry user preferences.
To set up sequence entry user options:

login.
3. Mark Replace Routing Seq. Descr. with Op Code Description to view operation
code descriptions rather than routing sequence descriptions.
4. Mark Append Op Code Description to Routing Notes to add the operation code
description to the routing notes.
5. Mark Attach Op Code Notes to Routing Notes to add the operation code notes
to the routing notes.
If you have system user access privileges and are going to set up routing
window will stay open so you can set up routing user preferences for other
users. Close the window when you’ve finished setting user preferences.
If you don’t have system user access privileges, choose OK to save your settings
and close the window.
Setting up spacing and pointer routing options

Use the Routing User Preferences window to set up options for sequence number
spacing and to determine if pointer routings can be used in your facility.
You can use any numbering spacing, but we recommend using spacing intervals of
10 or 100. This makes it easier to insert a new sequence between existing sequences.
To set up spacing and pointer routing options:

2. Enter a default spacing for routing sequence numbers.
3. Mark Use Pointer Routings to use pointer routings in your system. You can’t
mark the Use Pointer Routings option unless the systemwide setting to use
pointer routings also is marked.
Refer to Creating a pointer routing in Chapter 5, “Pointer routings,” in the

Manufacturing Production Functions documentation for more information about
pointer routings.
4. Choose OK.
Setting up WIP user preferences

Use the WIP Preferences window to select options to make data entry tasks easier.
The options you select will affect how the Data Collection Transactions window
works.
To set up WIP user preferences:

1. Open the WIP Preferences window.
Preferences >> WIP)
2. If you have system user access privileges, enter or select a user ID in the Choose
User field. If you aren’t a system administrator, your user ID will appear.
3. Mark options to indicate what should happen when a data collection entry
record is saved.
Clear MO Number Clears the MO Number field in the Data Collection

window each time you save a data collection record.
Clear Sequence Clears the Sequence field in the window each time you
save a data collection record.
Clear Dates Clears the Date fields in the window each time you save a data
collection record.
Clear Times Clears the Time fields in the window each time you save a data
collection record.
4. To have the system automatically enter the next sequence in the selected routing
in the Sequence field, mark the Increment Sequence option.
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5. To have the system always calculate labor costs using the standard labor rate,
mark Always Use Standard Labor Rate.
6. Choose OK.
Chapter 10: Manufacturing management functions
user setup
Most Manufacturing modules include user preference settings. This document
includes information about user preferences for the management functions
modules—Quality Assurance, Engineering Change Management and Job Costing.
For example, you can specify what kinds of quality assurance records are displayed
when you open a Quality Assurance window. You also can specify what constitutes
an “old” engineering change order request, and whether you want change requests
to be marked as reviewed as soon as you’ve opened them.

• Setting up engineering change user preferences

• Setting up quality assurance user preferences
Setting up engineering change user preferences

You can set up two user preferences in Engineering Change Management. Use the
ECM User Preferences window to define an “old” change order—one that is taking
longer to go through its approval status than a number of days you specify—and
also to indicate whether auto-marking features should be used.
These options also are included in the ECM System Preferences window. If the
system defaults you set up there are applicable for all users, you can skip this setup
step. You need to use the ECM User Preferences window only if users at your
company need different definitions for “old” change orders, or if some users will
use auto-marking features and others won’t.
To set up engineering change user preferences:

1. Open the ECM User Preferences window.
Preferences >> ECM)
2. If you have system user access privileges, enter or select a user ID. If you don’t
have system administrator privileges, your own user ID will be displayed in the
User ID field, and you can set up preferences for only your own login.
3. Enter the number of days until changes will be considered old. This value will
be used to identify aged change orders in the Engineering Change Statistics
window.
4. Mark the Auto-mark Routing option if change orders should be marked

automatically when you review them.
If you are a system administrator and are going to set up ECM preferences for
other users, choose Save. The information will be saved and the window will
stay open so you can set up ECM user preferences for other users. Close the
window when you’ve finished setting up user preferences.
the window.
Setting up quality assurance user preferences

You can use the QA User Preferences window to select a default sorting option and
to choose which quality assurance records will be displayed when you open the QA
Incoming window.
These are only default settings. You can select different sorting methods or choose
to see different records when you’re using the QA Incoming window.
You must set up quality assurance system settings before you can set up quality assurance
user preferences. Refer to Setting up Quality Assurance on page 43.
You also can choose to have the Acceptable Quality Level (AQL) table automatically
cleared after you save an AQL table record.
To set up quality assurance user preferences:

1. Open the QA User Preferences window.
Preferences >> QA)
2. Select the default sorting method for records in the QA Incoming window.
Choices are PO Number and Receipt Number.
3. Select the default restriction for records in the QA Incoming window.
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All Items View records for all items that have been received.
QA Required – Show All Receipts View records for all items requiring
incoming inspection that have been received.
QA Required – Restrict by Date View records for all items requiring

incoming inspection that were received on a purchase receipt with a date that is
within a range you specify.
QA Completed View records for all items that have been inspected.
This default restriction will be used each time you open the QA Incoming window. You
can switch to other views of the quality assurance records when you’re using the QA
Incoming window.
4. To automatically clear the AQL (Acceptable Quality Level) table after its
associated incoming inspection record has been saved, mark Clear AQL table
after saving.
If you are a system administrator and are going to set up Quality Assurance
window will stay open so you can set Quality Assurance user preferences for
other users. Close the window when you’ve finished setting up user
preferences.
the window.
Chapter 11: Manufacturing planning functions
user setup
Most Manufacturing modules include user preference settings. This document
includes information about user preferences for the planning functions modules—
Sales Forecasting, Master Production Scheduling, Capacity Requirements Planning,
and Material Requirements Planning. You can use these settings to customize some
aspects of the system—for instance, what information is displayed in a window or
how fields are cleared—on a user-by-user basis.

• Setting up CRP user preferences

• Setting up MRP user preferences
• Restoring MRP default settings
• Setting up request resolution user preferences
Setting up CRP user preferences

Capacity Requirements Planning (CRP) user preferences determine how the system
displays CRP information accessed with the employee’s user ID. The options you
choose will determine what information appears in the windows and in reports
generated using CRP.
To set up CRP user preferences:

1. Open the CRP Preferences window.
Preferences >> CRP)
2. If you have system administrator privileges, select the user ID you want to set
up preferences for. If you don’t have system administrator privileges, your own
user ID will be displayed in the Choose User field, and you can set up
preferences for only your own login.
3. Select a default work center.
This selection will determine which work center’s information is displayed first
when you open CRP windows. You can still see information for other work
centers—this will just be the first displayed.
4. Select a default bucket size. The bucket size determines how the information
will be summarized in the CRP/MO Detail window. If you set this user
preference to 2 Weeks, for example, then information in the CRP/MO Detail
window will reflect the totals of capacity for two weeks at a time. To see the
information in other bucket sizes, you can adjust the bucket sizes in the CRP/
MO Detail window.
5. Select a default sorting method to determine how information is sorted when

you use CRP windows. Sorting options include the following:
The option you choose here is only a default setting. You can use sorting options in CRP
module windows to see information in other orders.
By Work Center View CRP information sorted by the work center IDs.
By Released Employee Load Percent View CRP work center

information sorted by the percentage of employee load each work center carries
for firm manufacturing orders.
By Released Machine Load Percent View CRP work center information

sorted by the percentage of machine load each work center carries for
manufacturing orders with Released status.
By + Open Employee Load Percent View CRP work center information

sorted by the percentage of employee load each work center carries for
manufacturing orders with Released or Open status.
By + Open Machine Load Percent Select this option to see CRP work
center information sorted by the percentage of machine load each work center
carries for manufacturing orders with Released or Open status.
6. Select the number of decimal places to be displayed for numeric fields in CRP.
7. Mark Show Outsourced Work Centers to include CRP information for work
centers that are not part of your plant.
For example, you might have a contract with another firm to paint the farm
machinery produced by your company. Your contract with the painting
contractor might specify how much capacity the contractor reserves for you. To
track use of that capacity, you can mark this option.
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8. Mark Expanded Windows if scrolling windows in the CRP module should open
in an expanded view.
This is just a default setting. You can change the view in the scrolling windows when
you’re using other CRP windows.
If you are a system administrator and are going to set up CRP preferences for
other users, choose Save. The information will be saved and the window will
stay open so you can set up CRP user preferences for other users. Close the
window when you’ve finished setting up user preferences.
the window.
Setting up MRP user preferences

Use the MRP Preferences window to set up general Material Requirements
Planning (MRP) options and to select fields for windows and reports in MRP
system. All the user preferences you set up in this window are on a user-by-user
basis and the settings will override systemwide default preferences.
Refer to Setting up general MRP options on page 50 for more details about these MRP
system default settings.
To set up MRP user preferences:

1. Open the MRP Preferences window.
Preferences >> MRP)
login.
3. Set up general MRP options.
• To view items, sites, and item-site combinations that have been excluded
from MRP calculations or that have no activity, mark Show Items with no
Activity. This option will be available only if the option to show inactive
items is marked in the MRP Preference Defaults window.
• To see a status window when MRP information is being regenerated, mark

the Show Status Window option.
• Select the default bucket size for your views in MRP windows. Choices are
Days, Weeks and Months.
4. Select up to six MRP quantities to see when using MRP windows.
These fields will be displayed in windows and reports in the order in which
they are displayed in this window. If the first field displayed should be
Required Planned, select Required Planned for the first (top) list.
Refer to MRP quantities in Chapter 8, “MRP overview,” in the Manufacturing

Planning Functions documentation for more information about how the
quantities are calculated.
If new labels have been applied to the MRP quantities at your company, the new labels
will be displayed in the lists. To see a cross-reference between the Manufacturing labels
and those created by your company, choose MRP Label Cross-Reference. Any references
to those quantities in documentation will be by the original Manufacturing labels.
Restoring MRP default settings

You can use the MRP Preferences window to remove the user-defined MRP
preference settings you’ve selected. Completing this procedure will make the user
preferences for the selected user ID identical to the systemwide default settings.
To restore MRP default settings:

1. Open the MRP Preferences window.
Preferences >> MRP)
login.
3. Choose Reset to System Defaults.
Setting up request resolution user preferences

If you’re using MRP, each user with purchase order entry responsibilities will need
to set up user preferences for using primary suppliers.
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To set up request resolution user preferences:

1. Open the Purchase Request Resolution User Preferences window.
Preferences >> Request Resolution)
You also can open this window through the Purchase Request Resolution window.
Choose the Go To button and select Req. Resolution Preferences.
2. To automatically select the primary supplier of an item for auto-generated

purchase orders, mark Automatically use primary vendor on item selection.
Glossary AQL table
See Acceptable Quality Level table.
Buyer ID
Code that identifies the person who
purchases the item from a supplier.
Acceptable Quality Level table ARCH BOM
A representation of testing standards and See Archived bill of materials. By-product
sample sizes. AQL tables include A finished good that is created incidentally
Archived bill of materials to another finished good.
information about appropriate sample sizes
A bill of materials stored in a separate area of
and the maximum number of pieces that can Child part
your computer system. Bills of material
fail inspection in an acceptable lot. You’ll might be archived as they become obsolete. See Component.
probably set up several AQL tables to reflect
different inspection standards for different Assemble to order Class
items. A type of manufacturing facility that puts a A method for grouping similar parts or
group of components together according to products.
Active routing customer specifications.
See Manufacturing order routing. Co-product
Back order See By-product.
Actual costing An order to be fulfilled when stock for items
An inventory tracking method that involves in shortage is replenished. Company data
constantly updating inventory each time an Company data is the information you enter
item is added or removed. Backflushing about your organization, such as its
A method of accounting for the use of applicants, employees, benefits systems,
Actual demand resources—labor and machine time, and training programs, and organizational
The total quantity of an item requested on all
items—based on standards you’ve defined. structure.
firm manufacturing orders. Transactions to account for the use of
backflushed resources are created when a Component
Actual expenses (Job Costing) Items used to build a product. Component
The total of all applied expense transactions manufacturing order is closed.
parts can be items (nuts, screws, diodes) or
linked to a job. Backward finite scheduling subassemblies (axles, circuit boards).
Actual margin (Job Costing) A scheduling method that starts from a due
date and works out a plan for the flow of Component transaction
A measure of the overall profitability of a A line on a pick document to allocate,
specific job. The actual margin for a job is work through the plant with the assumption
that there are only a limited number of reverse allocate, issue, reverse issue, scrap,
calculated by dividing the actual profit by
resources (machines and workers) available or reverse scrap components for a
the actual revenue, and then multiplying the manufacturing order.
result by 100. to complete the task.
Backward infinite scheduling CONFIG BOM

Actual profit (Job Costing) See Configured bill of materials.
The difference between actual expenses and A scheduling method that starts from a due
actual revenues for a job. date and works out a plan for the flow of Configuration data
work through the plant with the assumption In Bill of Materials, information about the
Actual revenues that the plant has unlimited machine and
product’s overall design. It includes the
The total of all applied revenue transactions worker capacity.
design authority for the product, the unit of
linked to a job. measure, and the revision level.
Batch cards
Allocate See Manufacturing order. Configured bill of materials
To reserve materials needed for a A bill of materials that is built by selecting
manufacturing order. Bill of materials
A list of the components and subassemblies options from a super bill of materials.
Alternate routing needed to build one unit of a product. The Configured cost
Any planning routing for an item other than bill of materials also shows quantities for
The calculated cost of building a specific
the primary routing. each component.
configured item, depending on the options a
Alternate work center Bill of operations customer selects. The configured cost reflects
A work center to which work can be shifted See Routing. the cost of the component items and the
if the customary work center for a specific labor required to manufacture the item.
task is not available. If the primary work Bin
A storage device to hold discrete items. Configured price
center is temporarily shut down, or if
The suggested price to charge the customer
demand exceeds the capacity of the primary Blanket purchase order for a configured item, based on your finished
work center, the work load can be shifted to
A purchase order that is delivered gradually goods price schedule and the selected
the alternate work center.
to the buyer. options.
Apply Bucket Configured routing
To add the amount of a revenue or expense
A time period used for calculating MRP A routing based on the selected options. For
linked to a job to the financial information requirements. Manufacturing supports daily, example, if you created a configured bill of
about the job. If a transaction isn't applied to
weekly, and monthly bucketing options. materials for office chairs and chose plastic
a job, its amount won't be reflected in the
components rather than wooden ones, the
overall financial information about the job. Buy items routing would be modified to exclude the
Applying transactions in Job Costing can Items that are supplied to your plant by a sequences for staining and varnishing the
happen manually or automatically. supplier. wooden components. Also known as a
“configured working routing.”
GLOS SA RY
Configured Working Routing Down day Engineering bill of materials

See Configured routing. A day when the facility—the entire shop A proposed bill of materials. Designs that are
floor or a specific work center—is not in only in the prototype stage of development,
Consume production. for example, may have engineering bills of
To use up the quantity that has been issued materials. In this way, the costs of producing
to WIP—for materials, labor time, or Drawing a design can be studied without impacting
machine time—for a manufacturing order. A schematic or other illustration. You can the material requirements that the system
“attach” electronic drawing files—such as generates.
Cost variance CAD illustrations, bitmaps and even .AVI
The difference between the actual costs—for movies—to records. Engineering change
materials, machine time and labor—and the management (ECM)
estimated costs for a manufacturing order. Drawing group The systems that a company has in place to
Cost variances can be positive or negative. A set of related drawing files. For example, a
ensure that changes to its product
drawing group might include several views
Customer record specifications are properly monitored.
of the same item.
A record that shows all the information you Engineering change order (ECO)
need to conduct sales transactions, such as Due date The second stage of the engineering change
address information, billing and shipping The date when the items on a sales order management process. An engineering
instructions, credit history and other data for should be ready to ship.
change order is a change that has been
that customer.
ECM approved for incorporation.
Cycle time See Engineering change management (ECM). Engineering change request (ECR)
The total amount of time it takes to make one
ECO The proposal stage of the engineering
part, such as setup time, labor time, machine change management process. An
time, queue time and move time. See Engineering change order (ECO).
engineering change request is a proposed
Default inventory site ECR change.
The location commonly used to store raw See Engineering change request (ECR).
Estimated expense
materials or finished goods. Either item A projection of the expenses for a job,
Defect code Item that can be bought or manufactured by entered in the Job Maintenance window.
An identifier for a particular type of item your company.
Estimated margin
failure. For example, if an item is too long Element A job costing calculation based on estimated
and fails a specification for length, you might An order or transaction that can be linked to revenues and estimated expenses for a
create a defect code called LENGTH. Defect
a job, such as a manufacturing order, a sales specific job. The estimated margin is
codes are used in Manufacturing reports to
order, a purchase order line, a receiving line, calculated by dividing the estimated profit
help summarize information. or inventory transaction. by the estimated revenues, and the
Denial code multiplying the result by 100.
Employee allocation
An identifier for the reason why an The assignment of workers to work areas. Estimated profit
engineering change request wasn’t
Each employee can be assigned an efficiency The difference between the estimated
approved.
rating for a particular task. The number of expenses and the estimated revenues for a
Destination routing hours per shift spent on a task can also be specific job.
A routing that you copy from another specified. Total scheduled employee hours
for the work center are also displayed. Estimated revenue
routing. You can add sequences to the A projection of the revenues for a job,
destination routing. Employee efficiency percentage entered in the Job Maintenance window.
Direct labor A ranking of how an employee performs a
given task. You can use this field different Exclusions (MRP)
The time spent by one or more production
ways, depending on how your organization A method of marking an item, site or item-
workers on filling a specific manufacturing
handles its employee efficiencies. Some site combination so it isn’t included in MRP
order. calculations.
organizations complete time studies of
Discrete item various tasks, and set task goals for workers Exclusions (Sales Configurator)
An item that is manufactured as a distinct based on those figures. Employees earn Options that are disallowed because of
unit. Examples of discrete items include efficiency ratings based on their ability to
another option selection.
computers, automobiles, and radios. meet those criteria. In other organizations,
the top producer is assigned a value of 100% Expensed floor stock
Disposition code (or less) and all other employees would be A bill of materials component that has been
An identifier for a method for handling ranked in comparison to the top producer. designated—regardless of its issue-to and
defective items. For example, you might issue-from sites—as a floor stock item. The
decide to scrap certain defective items, and ENG BOM cost of expensed floor stock is applied to an
might assign a SCRAP disposition code to See Engineering bill of materials.
expense account, rather than to the cost of
those items. the finished item. See also Floor stock.
Double-booking
A situation where a job might inadvertently
be charged twice for the same expense.
G L O S S A R Y
Explode General ledger variance Issue-from location

To determine the total quantities of The difference between costs that have been The site where the components used in the
components needed for a manufactured added to WIP and the costs that have been manufacturing process are stored prior to
item. To explode a bill of materials, the removed from WIP for a specific beginning the manufacturing order, such as
quantity ordered is multiplied by the manufacturing order. with a vendor, or in a department, a
quantity used for each of its components. warehouse, or another plant.
Exploding continues throughout the bill of Header record
materials, so component requirements for The information that ties the pieces of a Issue-to location
subassemblies are also calculated. larger record together. For example, the The site where the finished product will be
header record of a routing includes stored prior to delivery to the customer, such
Filled order information about the type of routing, the as in a department, a warehouse, or another
An order that has had all its requirements routing name, the date the routing was plant.
met and can be closed. created and so on. This information ties
sequence records together to create one Item type
Finished goods routing record. A code to designate the accounting class for
An item that is manufactured for sale. Also, the item, such as inventory, discontinued,
the final products that a company sells. Hours per shift and misc. charge.
The amount of time per shift actually spent
Finite scheduling working on the assigned tasks. To determine Item-specific inventory
A scheduling method that assumes that hours available per shift, subtract any non- valuation
limited capacity for labor and machines is task related activities from the total number An accounting method that places a value on
available. of available hours. For example, if an each item that you produce, based upon
employee is scheduled for an eight-hour either standard cost or current cost.
Fixed order quantity
An order policy type that calculates order shift but has a one-hour meeting and two
Job
quarter-hour breaks that day, the total
size for a day’s requirements based on one or A series of business activities that, when
available time would be 6.5 hours.
more of these variables: standard order completed, will fulfill a high-level objective.
quantity, order increment size, minimum Inclusions
order size, and maximum order size. Job category
Option items automatically added to a
Groupings that you can create to organize
Fixed quantity configured bill of materials when a customer
the titles and descriptions of jobs within
The quantity of a component that is required selects a certain option. For example, a
your company. Each job category must
computer manufacturer might offer a
for each manufacturing order, regardless of include a set of values that can be used to
computer system in tan and black. If the
how many finished goods are produced with sort all jobs. For example, you might create a
the order. For example, if you use two customer selects the option for a tan
job category called REGION so you could
computer, the computer manufacturer might
widgets to calibrate equipment each time track jobs from specific geographical areas.
set up the super bill of materials so that the
you begin a new manufacturing order, the Values for that job category might be East,
fixed quantity for widgets would be 2 for the tan keyboard automatically is included as
West, North and South-or might be states,
part of the purchase.
finished good bill of materials. provinces, countries/regions or other areas.
Floor stock Indirect labor
Job costing element
The time spent on tasks that are not directly
A bill of materials component that uses the A type of element that can be linked to a job.
related to filling a specific manufacturing
same site for its issue-from and issue-to sites.
The cost of this type of floor stock is applied order. Examples of indirect labor include Job costing transaction
meetings and training. An instance of a job element that is linked to
to the cost of the finished item. See also
Expensed floor stock. a specific job, capturing information about a
Instruction sheet
specific revenue or expense associated with
Forecasted demand See Routing.
the job. Job costing transactions aren’t
An estimate of how much of an item should Infinite scheduling accounting transactions: they won’t affect
be produced over a specific period of time. A scheduling method that assumes that all the General Ledger or any subsidiary
required capacity for labor and machines is ledgers.
Forward infinite scheduling
A scheduling type based on a starting date always available.
Job order
for an order, with the assumption that the Invoice history See Manufacturing order.
plant has unlimited machine and worker The information tracked about past invoices.
capacity for the work order. Job transaction list
Invoice history allows you to determine
A selection of transactions to be applied to a
Full regeneration what historical information you will need for
specific job. You can use transaction lists to
An MRP process that recalculates your MRP tracking sales activity. History information
specify the kinds of transactions that should
can include transaction detail and/or
data, including all sales orders, purchase be applied to jobs, and to specify the
account distributions.
orders, sales forecasts, and manufacturing transactions to be applied automatically to
orders. See Net change regeneration. Issue jobs.
Functional currency A type of component transaction. When
Kit
The currency type (such as dollars or components are issued for a manufacturing
A group of finished items that compose a set.
order, they are removed from inventory and
pounds) used by your organization for its
added to WIP.
accounting. See also Originating currency.
GLOS SA RY
Labor code Machine time Manufacturing picklist

A code that is used to tie a job function to a The number of machine hours needed to A list of the items and quantities of items
specific pay grade. Usually, jobs requiring complete the operation. that are required to fill a manufacturing
fewer skills have lower pay grades and are order.
compensated at lower rates. Jobs requiring Machine utilization
more skills or education have higher pay A measure of how much of the available Material Requirements Planning
grades and higher pay rates. machine capacity is actually being used. For A series of data collection and interpretation
example, if a machine is capable of procedures that allow you to forecast
Labor time producing 100 items per eight-hour day and resource requirements over a specified time
The number of employee hours required to you are only producing 80 items, the period (days, weeks or months).
complete the operation. machine utilization rate is 80 percent.
Maximum order size
Lead time Make item One of the variables that can be used to
The minimum amount of time required for An item that is produced by your plant. calculate order quantities for fixed or period
production of an item. order quantity order policies. Maximum
Make or Buy item order size puts a limit on the size of
Location Item that can be bought or manufactured by automatically generated purchase and
A work site. Some businesses are organized your company. manufacturing orders. If demand is greater
as a single company or division, but may than the maximum order size, an additional
have multiple sites. Make to order
order will be created.
An order fulfillment method for made items.
Lot-for-lot When make-to-order items are sold, MFG BOM
An order policy for ordering the exact manufacturing orders to build the items See Manufacturing bill of materials.
quantity needed, provided that the order required to fulfill the manufacturing orders
quantity is between the minimum and are created. Manufacturing orders are used Minimum order size
maximum order quantities. to respond to specific sales orders One of the variables that can be used to
calculate order quantities for fixed or period
Lot-numbered item Make to stock order quantity order policies. It is similar to
Any inventoried item that is part of a group An order fulfillment method for made items. standard order quantity, and is used in its
that is assigned a unique identifier, which When make-to-stock items are sold, the place if the standard order quantity is zero. If
can be letters, numbers or a combination of quantities required to fulfill the sales order the standard order quantity is greater than
letters and numbers. are taken from inventory quantities. zero, the standard order quantity supersedes
Manufacturing orders are used to keep the minimum order size.
Lot-number–tracked item inventory levels up so that sales orders can
See Lot-numbered item. be fulfilled. Module security
Lot-sample size A way to see if other users are working with
Manufacturing bill of materials records that prevent you from completing
The number of item units that should be The bill of materials used to build a parent certain processes. Module security also
inspected to determine if a group of items part in your organization. A manufacturing allows you to unlock records and remove
meets specifications. bill of materials is the “real” bill of materials, users from MRP.
Lot-tracked item and is used to figure material requirements
See Lot-number–tracked item.
for your organization. Move in
To adjust the due dates of existing
Low-level code Manufacturing data sheets manufacturing orders and purchase orders
See Routing. to meet potential shortages identified by
A code that identifies the deepest level an
item has in any bill of materials in your Manufacturing order MRP calculations. If MRP calculations
manufacturing records. uncover a shortage of an item and if there’s
A set of documents conveying the authority
an existing order for the item in the future,
Machine to manufacture parts or products in specified
quantities. Manufacturing orders are also the order will be flagged to be “moved in” to
Any tool, device or implement that you use prevent the shortage.
called batch cards, job orders, production
in your manufacturing process.
orders, run orders, shop orders, or work Move out
Machine allocation orders. To reschedule certain manufacturing orders
The assignment of a machine to a work area. or purchase orders to prevent stock overages
Each allocation record displays available
Manufacturing order receipt
A document where material, labor, and on the current due date. An appropriate
machine hours, the efficiency rating, and future date to move the order to cover a
machine costs in WIP are applied to finished
utilization rate for that machine. Total future net requirement is proposed
scheduled machine hours for the work goods that are received in inventory. Costs
for backflushed materials, labor, and Move time
center are also displayed.
machine time also are applied to the finished The number of hours needed to physically
Machine definition goods cost. move an item to the next operation.
The record of a machine in your plant that
allows you to track statistics for each
Manufacturing order routing MRP
machine, including vendor information, A routing used to complete a specific See Material Requirements Planning.
manufacturing order, which includes all the
warranty period, and operating costs.
necessary requirements to fill the order, such
Machine efficiency as workers, machine time, and raw
A measure of how a machine is suited for a materials. Also known as “manufacturing
specific task. The higher the efficiency rating, routing.”
the more effectively the machine works.
G L O S S A R Y
MRP shortage Operation code Outsourcing routing

A lack of resources to produce the required A code assigned to a particular task within A routing that includes one or more
amount of an item to fill outstanding orders. the manufacturing process. For example, in a sequences that are completed by an
Manufacturing orders can be entered company that makes electrical components, outsourcing vendor.
regardless of current stock of available the operation code for testing the validity of
materials. a certain characteristic might be “110.” Also, Outsourcing vendor
op code. A vendor that you purchase outsourced
Multi-level bill of materials services from.
A bill of materials that lists all the Operation list
components directly or indirectly involved See Routing. Outsourcing work center
in building the parent part, together with the A work center where outsourced services are
required quantity for each item. For Operations sheets performed. An outsourcing work center can
example, if a subassembly is used in the See Routing. be on-site or can be at the vendor site.
parent part, the multi-level bill of materials Option Overhead
will show all the components needed to In sales configurator, an option is one of the Costs incurred that cannot be directly related
build the subassembly, including purchased
available choices for some aspect of a to the products or serviced produced. These
parts and materials. See also Single-level bill
configured item. For example, a computer costs, such as light, heat, supervision, and
of materials. manufacturer might offer 15-, 17- and 21- maintenance can be grouped and distributed
Negative WIP inch monitors as options for a computer. to units of products or services by some
The situation that occurs if you enter and standard allocation method.
Option bill of materials
post a manufacturing order receipt where Parallel routing
A bill of materials for a component
more is consumed from WIP than was in
signifying that the component won’t be A routing that includes some routing
WIP for the manufacturing order. When identical in all finished products. sequences that run concurrently.
finished goods are received into inventory
before materials have been issued to the Option category Parent part
order or before labor or machine time data A group of related items that customers can An item built from the component parts. A
collection transactions have been completed, choose from, such as various sizes of parent part can be a subassembly or a final
this can occur. You must set up computer monitors. product.
Manufacturing Order Processing to be able
to enter receipts that would cause negative Option setting Pegging
WIP. A setting that controls the information that To trace an item requirement through the
appears on a report, such as sorting method, MRP system to find the source of the
Net change regeneration detail level, and range restriction. requirement quantity. Pegging will reveal
An MRP process that updates MRP whether a requirement is driven by a
information based on changes to Order increment manufacturing order, sales order, purchase
manufacturing orders, sales orders, purchase A variable that can be used to calculate order order or picklist.
orders, and inventory quantities. See also Full quantities for fixed or period order quantity
regeneration. order policies. The order increment is the Period order quantity
number of item units that can be added to An order policy type that calculates order
Nettable item the standard order quantity to increase the size for requirements for a period you
An item, site or item-site combination that is order size to meet demand. specify, based on one or more of these
included in MRP calculations. variables: standard order quantity, order
Order policy increment size, minimum order size and
Non-nettable item A method for calculating the order sizes of maximum order size.
Any item, site, or item-site combination that automatically generated purchase and
is not included in MRP calculations. manufacturing orders. Manufacturing Periodic costing
includes three order policies: lot-for-lot, See Standard costing.
Non-Standard Report fixed order quantity and period order
A report for internal use that summarizes Periodic inventory
quantity.
information about defects identified in a An inventory tracking method that involves
group of items. An NSR might also include Originating currency taking inventory on a recurring basis, such
information about the disposition of the The alternate currency that a multicurrency as monthly, quarterly or yearly. This is the
defective items. transaction was conducted in. See also same as “standard” costing.
Functional currency.
NSR Perpetual inventory
See Non-Standard Report. Outsourced item An inventory tracking method that involves
A finished good that requires one or more constantly updating inventory each time an
Op code outsourced services. item is added or removed.
See Operation code.
Outsourced service
Operation A service that is part of manufacturing
A specific task within the manufacturing
processes that is purchased from a vendor.
process. You can use operations as templates
for routing sequences. Outsourcing
The practice of using outside vendors to
Operation chart perform certain manufacturing tasks.
See Routing.
GLOS SA RY
Phantom bill of materials Process security set Quote

A bill of materials used to describe the A password or list of user IDs you define to A company’s offered price for an item that a
components of a parent part that will be built restrict authority for completing a customer or a potential customer has
as part of a higher-level parent part. The Manufacturing process. You can use one requested. Quotes can be transferred to
term “phantom” is used to indicate that the process security set for all restricted another document type, deleted or voided.
part never really exists as a stocked item, but procedures, or you can create different
is built along with the production of the process security sets for different procedures. Raw materials
higher-level part that is driving an overall Items used to build products. They can be
production order. Creating bills of materials Production variance individual items like nuts, screws and
as phantoms allows the manufacturing order The difference between the actual and diodes, or they can be subassemblies.
picklist and the Material Requirements estimated costs for a manufacturing order,
based on the working routing, the picklist, Record
Planning (MRP) features to explode through A group of computer data tied together by a
the phantom item down to the lower-level and labor and machine codes.
common key. (All of one item's
parts. Promise date information—from quantity and site
Pick document The date that the customer has been told to information to engineering data to bill of
A group of component transactions that expect receipt of the order. materials data—is the item's record.)
share a type such as Allocate, Issue, Reverse Promotion Reference designator
Issue, and that are posted together. A pick
Special pricing offered on a particular option Information that specifies where
document can include component
for a configured item. components should be used in an assembly,
transactions for multiple manufacturing such as the placement of four resistors on a
orders, items, or sites. A special pricing offered on a particular
printed circuit board.
option for a configured item.
Picklist Regular bill of materials
A list of the items and quantities of items Purchase order A simple, single-level bill of materials.
that are required to fill a manufacturing A formal request for goods or services. The
order. purchase order shows the quantity of goods Replaced item
ordered, expected receipt date, and supplier An item in a mass update to bills of materials
Planner code name. The purchase order may also include that is removed from bills of materials. A
A code that identifies the individual other information pertaining to the delivery replacement item might or might not be
responsible for the production of the item. of the item, such as Free On Board (F.O.B.) substituted for the replaced item.
Planning routing points.
Replacement item
A routing used to determine resource QA Required An item in a mass update to bills of materials
requirements for a potential manufacturing A designation for purchased items that must that is added to bills of materials. A
order. If negotiations with the customer are pass a quality inspection before being added replacement item might be an addition to a
successful, the planning routing can be to your inventory. bill of materials, or might be a substitution
converted into an active routing and used to
for a replaced item.
fill a manufacturing order. Quantity damaged
The total items, if any, damaged during Return
Pointer routing shipping. An item or merchandise returned by a
A pointer routing is used to outline a series
customer to your company. A return
of steps that are common to all items Quantity ordered decreases the customer's balance on account
produced by your plant. For example, if each The amount of the item requested on a single
and, if you choose, increases inventory
item needs to be tested by quality assurance, purchase order.
quantities.
packaged and shipped, a routing can be
defined to cover these steps for all items that Quantity received Revalue
you manufacture. The amount of the item received from the
To finalize rolled-up standard cost changes.
supplier. Revaluing replaces existing standard cost
Post-to site information with new standard cost
The site where the finished product will be Quantity to fill
An amount of a product that was ordered information, which is used in your
stored prior to delivery to the customer. This accounting processes. As you change your
location can be a department, a warehouse, but has not been received.
standard cost information, you might roll up
or another plant. Query costs several times, but probably will revalue
Primary routing A search through a specific set of records for items only at certain points.
A routing that provides the instructions for certain information.
Revenue/expense code
building an item. It is a basis for scheduling Queue time A short identifier used to categorize
and resource estimates. The primary routing
The number of hours spent waiting for the expenses and revenues linked to a job.
information is used to determine the
operation to begin.
required lead time for manufacturing the Reverse allocate
product. Each item can have only one active The number of hours spent waiting for an A component transaction type where items
primary routing. operation to begin. that have been allocated to a manufacturing
order are unallocated. See also Allocate.
Process security Quick manufacturing order
A type of security that allows you to restrict A manufacturing order that doesn’t require
access to certain procedures or processes you to collect information about labor and
within Manufacturing. machine time and material costs when the
order is closed.
G L O S S A R Y
Reverse Issue Run orders Setup time

A component transaction type where See Manufacturing order. The number of hours needed to prepare the
components that were issued to a work area prior to the operation.
manufacturing order (which removes them Sales order
from inventory and adds them to WIP) are A request for goods or services. Sales orders Ship date
removed from WIP and put again in can be Open (ready to be filled) or Planned The date when a sales order leaves your
inventory. See also Issue. (hold pending credit check or other criteria). warehouse or office.
Reverse Scrap Sampling Shipping method

A component transaction type where A statistical process of selecting a portion of The manner in which the items are
components that were scrapped for a a large group of items to be inspected. From transported from the supplier to the
manufacturing order are restored to the the sample you select—and your inspection manufacturer. Examples of shipping
issued (and not scrapped) quantity for the results for the sample—you can draw methods include FedEx, rail, air freight, etc.
order. See also Scrap. inferences about the overall quality of the
entire item quantity. Shop calendar
Roll up A calendar of up and down days—days
To apply calculations based on changes to SCAR when the plant is in production and when it
standard cost information to items. If you See Supplier Corrective Action Request. isn’t—for an entire manufacturing facility.
change the cost of a raw material that is part Scheduling data Shop order
of several subassemblies and finished goods,
The lead time needed to manufacture an See Manufacturing order.
“rolling up” that change will result in item on a bill of materials and the amount of
calculations that will determine the new Shop rate
scrap materials produced by the
standard costs of the subassemblies and The average pay rate for the pay grade. It is
manufacturing process.
finished goods. the figure that is used when labor costs are
Scheduling preference estimated for a manufacturing order.
As you change your standard cost
A user preference that controls the allocation
information, you might roll up costs several Shrinkage
of resources to a particular manufacturing
times, but probably will revalue items only The loss of materials. You might have raw
order. Scheduling preferences identify
at certain points. material shrinkage—such as when some
additional resources that may be available
and define waiting periods for a sequence. component items are defective and can't be
Routing
used in manufacturing—or you might have
A detailed set of instructions that describes
Scrap parent part shrinkage—such as when not all
how to create a particular item. Routings
A component transaction type where manufactured items meet your product
include operations to be performed, the
components that are issued to a standards.
scheduling sequence, machines and work
manufacturing order are flagged to be
centers involved, and hours required for Single-level bill of materials
scrapped. Scrapped component costs are
setup and run times. Routings also can A bill of materials that lists components and
applied to the manufacturing order costs,
include information about tooling, operator subassemblies, including the quantities of
but the quantities aren’t.
skill levels, inspection needs, testing each, that make up the parent part. See also
requirements, and so on. Sequence number Multi-level bill of materials.
A number assigned to a particular step in a
In engineering change management, a Site
routing is a list of users who must review an routing. Each step (or sequence) represents
an operation in the manufacturing process. A location that you have defined for storing
engineering change request before it items. A site could be a department, a plant,
The sequence number controls the order in
becomes a change order, and who must or a warehouse. The number of sites
review a change order before it's finalized. which steps are executed.
depends on your organizational structure.
Routing preference Serial-numbered item
An inventoried item that is assigned a Source routing
An individual user choice on how A previously defined routing that contains
unique identifier, which can be letters,
information is displayed or processed for one or more steps that you want to use in a
numbers, or a combination of letters and
update in the routings subsystem. new routing.
Preferences can control such actions as numbers.
substituting one description for another or Serial-number–tracked item Standard cost variance
appending work center operations notes on See Serial-numbered item. The difference between the actual costs for a
to routing notes. manufacturing order for a standard cost
Serial-tracked item, and the standard cost of the item.
Routing sequence See Serial-numbered item.
A single step in the manufacturing process. Standard costing
Some routings will contain multiple steps Setup cost An accounting method used by some
while others will have only a single step. The cost of preparing a work area for businesses to value their inventories. A
Examples of a sequence include assembly, production. Setup costs might include the company that uses standard costing—also
painting, drying, etc. cost of calibrating machines or gathering the known as “periodic costing”—revalues its
necessary tools and resources. inventory periodically to reflect significant
Routing sheets changes in the cost of its items.
See Routing. Setup labor code
A labor code that identifies the skill
Run labor code requirements for the person preparing the
A labor code that identifies the skill work area prior to performing the
requirements to perform the operation as manufacturing task.
defined.
GLOS SA RY
Standard order quantity Trade discount Work In Process (WIP)

A variable that can be used to calculate order A price reduction, usually granted to a A system that helps you to track and analyze
quantities for fixed or period order quantity certain customer because of the customer’s the costs associated with a particular
order policies. It is similar to a minimum special status. Customers with an excellent manufacturing order and view the progress
order quantity, requiring no less than a set credit history might be offered a trade of the manufacturing order.
amount for an order, but it can be increased, discount.
either by increments or multiples of the Work order
standard order quantity. Unit costs See Manufacturing order.
The value of time and resources consumed to
Subassembly create one unit of product for this order.
A part that is both a component and a parent
part. An assembly that is used in the Unmet forecasted demand
manufacture of a higher-order assembly. The difference between forecasted demand
(the anticipated amount of an item that will
Super bill of materials be required to meet projected orders) and
A list of all the component items that can actual production.
possibly be included the bill of materials for
a finished item. For example, a computer Up day
manufacturer might develop a super bill of A day when the facility—the entire shop
materials that includes several options for floor or a specific work center—is in
hard disks, RAM, monitors, keyboards, mice production.
and other peripherals. No computer can User-defined field
include all the options, but all the options
A field that can be used to track information
must be included in the super bill of specific to your company.
materials.
Valuation method
SUPER BOM The process used to track inventory value
See Super bill of materials.
(FIFO Perpetual, FIFO Periodic, LIFO
Supplier Perpetual, LIFO Periodic, Average
A person or company that supplies goods or Perpetual).
services to a manufacturer. Variance
Supplier Corrective Action The difference between two values, such as
Request the difference between estimated and actual
expenses.
A formal report to be sent to a supplier to
involve the supplier in resolving problems Where used
with defective parts. SCARs describe the A Manufacturing query that scans your bills
problems you’ve found—including item of materials and routings to find where
numbers, lot numbers, dates and test items, machines and other things you’ve
results—and might outline possible areas for defined are used. If you performed a “where
the supplier to research to prevent the defect used” search for all items in your plant that
from recurring. Suppliers usually are use a certain machine, for instance, the
required to respond to the SCAR reports system would generate a list of all items that
with information about the cause of the have a step involving that machine.
defect and the steps to be taken to prevent its
recurrence. Window security
A system that allows you to specify which
Template windows each user in your organization will
A routing outline that you can use to quickly be able to use.
and efficiently build new routings. Each time
you need to create a new routing, you can WIP
customize the template and give it a unique See Work In Process (WIP).
routing name.
Work center
Time fence A self-contained unit of the manufacturing
The minimum amount of time required for process, or an entire plant. A work center
production of an item. When MRP is used to might be an assembly area, a shipping and
create planned manufacturing orders or receiving area or a painting area. Machines
purchase orders, the orders automatically are and employees are the main components of
scheduled outside the time fence. work centers.
Total costs Work center calendar

The cumulative total of all expenses A calendar of up and down days—days
associated with a manufacturing order, plus when the plant is in production and when it
any overhead that might not be directly isn’t—for a specific work center.
connected to the order.
Working routing
See Manufacturing order routing.
Index C
Capacity Requirements Planning (CRP),
E
ECM System Preferences window
user preferences 75 displaying 45
A changes since last release, information setting up user preferences 45
Acceptable Quality Level (AQL) tables, about 4 ECM User Preferences window
clearing after entry 73 configured bills of materials displaying 71
accounts, posting account for rounding 11 archiving setting up user preferences 71
active routings scheduling preferences 32 ECM Warning Display Configuration
rules to update 30 system preference 37 window
updating 66 deleting choosing modules for warnings 46
Add Users window scheduling preferences 32 displaying 46
adding Manufacturing system users system preference 37 engineering bills of materials, excluding
15 excluding from mass updates 23 from mass updates 23
displaying 15 cost buckets for outsourcing engineering change management
allocating, setup 35 changing 40 advantages 46
archived bills of materials specifying 40 affected modules 46
at order close 37 Costing Preference Defaults window system setup
excluding from mass updates 23 displaying 10 overview 44
average costing, manufacturing order setting default costing preferences 10 procedure 44
setup 37 costs, default job costing distributions 48 user preferences 71
CRP Preferences window engineering change requests (ECRs)
B displaying 75 aging 72
back orders, including in MRP 53
setting up CRP user preferences 75 notifications 46
backflushing, shortage messages 37
customers, priority levels for setup
Bill of Materials Entry window
manufacturing orders 26 allowing deleting 45
selecting icons
approval order 45
system 22 D automatic marks 72
user 63 data collection days for old 45
Bill of Materials View window system setup 38 default routing 46
selecting icons unlocking transactions 19 document numbers 45
system 22 user preferences 68 routing options 45
user 63 using standard labor rates 69 statistics 45
bills of materials Data Collection Transaction Security tracking time to process 45
configured window
archiving 37 displaying 20 F
deleting when complete 37 unlocking records 20 finished goods, shrinkage 12
scheduling preferences 32 dates FOB points, specifying default 28
lead times, default offset 22 due dates, default for manufacturing freight charges, allowing overrides 28
mass updates, setup 22 orders from sales orders 25 fulfillment, see order fulfillment
security 19 in-house dates, described 25
setup decimal places, viewed in CRP 76 G
mass-update options 22 denial codes, described 44 graphic reports, specifying as default 60
system settings 21 disposition codes in Engineering Change
user preferences 63 Management, described 44 H
user-defined fields 22 distributions for job costing help, displaying 4
unlocking 19 default methods Help menu, described 4
user-defined fields, setup 22 described 47
bins, quality assurance site 43 specifying 48
I
BOM Preference Defaults window icons, used in manual 3
document numbers
displaying 21 INI settings, setup 60
engineering change requests 45
setting up system settings 21 Item Resource Planning Maintenance
manufacturing orders 35
BOM Preferences window window, shrinkage 12
Non-Standard Reports (NSRs) 43
displaying 64 items
Supplier Corrective Action Requests
setting up user preferences 64 and MRP, excluding items with no
(SCARs) 43
BOM Security window activity 50
documentation, symbols and conventions
displaying 20 setup, allocations 35
3
unlocking bills of materials 20
buckets
down days J
checking 25 job costing
default for CRP 76 described 13 setting up security 48
default for MRP 51 setup for MRP 51 system setup
user-defined for MRP 51 setup for shop calendar 13 overview 47
IN DEX
job costing (continued) manufacturing orders (continued) MRP Preference Defaults window
system setup unlocking 19 (continued)
procedure 47 Manufacturing Series Sales Order setting up general MRP options 50
Job Costing Preference Defaults window Preferences window specifying display quantities 54
displaying 47 displaying 25 specifying quantities to include 52
setting up job costing 47 setting up manufacturing orders specifying suggestions for supply
from sales orders 26 orders 52
L sales order due dates 25 MRP Preferences window
labor costs, using standard rate for data Material Requirements Planning (MRP) displaying 77
collection 39 and manufacturing orders user preferences
labor rates, using standard for data handling past-due 53 restoring default settings 78
collection 69 including 53 setting up 77
lessons, accessing 4 options for past-due orders 53 MRP Regeneration window
load centers, see work centers and purchase orders displaying 55
locked records, unlocking 19 handling past-due 53 updating MRP information 55
lookup window, displaying 4 options for past-due orders 53 MRP Security window
lot numbers and sales orders, including 53 displaying 20
automatic selection 36 MRP-planned orders 19 unlocking MRP 20
required linking 36 quantity labels MRP-Planned Order Security window
changing 54 displaying 20
M resetting 56 unlocking MRP-planned orders 20
manufacturing bills of materials, request resolution, user preferences MRP-planned orders, unlocking 19
excluding from mass updates 23 78
Manufacturing Order Preference Defaults scheduling 55 N
window security options, setting 56 navigation, symbols used for 3
displaying 35 setup new features, information about 4
setting up manufacturing orders 35 bucket sizes 51 Non-Standard Reports (NSRs), document
Manufacturing Order Security window display quantities 53 numbers 43
displaying 20 general options 50
unlocking records 20 overview 49 O
manufacturing order setup quantities to include 52 order fulfillment
allowing negative WIP 37 suggestions for supply orders 52 security for editing 28
applying shrinkage 32 unlocking records 19 setup 27
archiving configured bills 37 user preferences Order Fulfillment Setup window
automatic allocations 35 procedure 77 displaying 28
default issue-from sites 33 restoring to original 78 setting sales order fulfillment options
default issue-to sites 33 messages 28
default quantity calculations 36 engineering change management 46 Orientation training, accessing 4
deleting configured bills 37 linked purchase orders 37 outsourced work centers, displaying in
document numbers 35 negative component quantities 37 CRP 76
for orders from sales orders 26 negative WIP 37 outsourcing
generating automatically 26 not all sequences complete 37 cost buckets 40
how MRP handles 53 receipt quantity is low 37 process security 38
linking lot numbers 36 specifying for Manufacturing Order rules for changing setup 40
linking serial numbers 36 Processing 37 setup
lot number by date received 36 still in WIP cost buckets 40
lot number by expiration date 36 labor or machine cost 37 process security 38
removing orders 36 material 37 WIP preferences 40
scheduling preferences too few components
additional options 33 to backflush 37
P
overview 31 passwords, process security 19
to issue 37
procedure 32 past-due orders for MRP
unused allocated items 37
shrinkage 32 entering 53
MFG & HRP Settings window
specifying messages 37 overview 53
displaying 61
system settings 34 phantom items
setting up INI settings 61
manufacturing orders manufacturing orders, sites 23
miscellaneous charges, allowing overrides
closing, messages 37 sites for manufacturing orders 22
28
phantom items, sites 23 picking report, setup 36
module security, unlocking records 19
priority levels, setup 26 planning routings
MRP Preference Defaults window
removing, setup 36 updating
displaying 50
sites, phantom items 23 rules 30
setting security options 56
setup options 66
I N D E X
pointer routings reports (continued) scheduling preferences

setup 31 Sequence Notes 31 overview 31
user preferences 68 specifying default type 60 setup
posting accounts, specifying for rounding request resolution, user preferences 78 additional options 33
11 required fields, described 4 procedure 32
priority levels, customer 26 resources, documentation 4 Scheduling Preferences window
process security revaluing, process security 11 creating a scheduling preference 33
creating sets 18 rollups, scope 11 displaying 33
for changing sales order quantities 26 rounding, posting accounts 11 setting up other scheduling options
for engineering change management Routing Preference Defaults window 34
45 displaying 29 security
for generating manufacturing orders setting up routing update options 29 see also process security
from sales orders 27 setting up sequence entry options 30 types 17
for job costing 48 Routing Security window sequence numbers
for mass-updates to bills of materials displaying 20 setup for spacing 31
23 unlocking routings 20 user preferences 67
for order fulfillment 28 routing sequences serial numbers, required linking 36
for outsourcing tasks 38 displaying next for data entry 39 setup
for overriding manufacturing order spacing 31 bills of materials
quantities 32 Routing User Preferences window system settings 21
for revaluing inventory 11 displaying 65 user preferences 63
modifying sets 18 setting up pointer routings 67 costing options 10
overview 18 setting up sequence entry options 67 CRP user preferences 75
where used 18 setting up sequence spacing 67 data collection 38
Process Security Setup window setting up user preferences 65 default values
creating process security sets 19 routings draw-from site 27
displaying 19 see also active routings, planning FOB point 28
modifying process security sets 19 routings, pointer routings MRP bucket size 51
prorating, setup costs 11 including notes on reports 30 shipping method 28
purchase orders, how MRP handles options for updating 66 transaction list for job costing 48
past-due 53 rules to update 30 UPS zone 28
Purchase Request Resolution User searching 30 engineering change management
Preferences window setup system settings 44
displaying 79 sequence entry options 30 system settings overview 44
setting up user preferences 79 sequence spacing 31 user preferences 71
updating options 29 warnings 46
Q unlocking 19 freight charges 28
QA Preference Defaults window update options 29 INI settings 60
displaying 43 updating active routings 66 job costing
setting up document numbers 43 user preferences system settings 47
specifying a QA site 43 general 65 system settings overview 47
QA User Preferences window sequence entry 67 manufacturing orders
displaying 72 spacing and pointers 67 based on sales orders 26
setting up user preferences 72 routings in Engineering Change default quantity calculations 36
quality assurance Management due dates for orders from sales
bins 43 default for ECRs 46 orders 25
document numbers 43 described 44 from sales orders 24
setup options 45 specifying messages 37
system 43 system settings 34
user preferences 72 S messages 37
user preferences 72 Sales Configurator, setup 24 miscellaneous charges 28
quotes, in MRP 53 Sales Configurator Preferences window MRP
displaying 24 buckets 51
R setting up Sales Configurator 24 display options 53
Redefine MRP Labels window sales orders general options 50
displaying 54 how MRP handles 53 quantities to include 52
renaming MRP quantities 54 restricting access to change quantities quantity labels 54
restoring quantity names 56 26 suggestions for supply orders 52
reports setting up to cause manufacturing system settings overview 49
Outsourcing Shipping Report 31 orders 24 user preferences 77
Purchase Order Report 31 order fulfillment 27
IN DEX
setup (continued) sites (continued) users

outsourcing phantom item manufacturing orders for Manufacturing
cost buckets 40 23 removing 15
process security 38 quality assurance 43 setup 14
pointer routings 31 standard costing
posting account for rounding 11 levels of items affected 11 W
process security 18 prorating setup costs 11 what’s new, accessing 4
quality assurance rollup, scope setup 11 WIP
system settings 43 setup 10 allowing negative 37
user preferences 72 standard labor rates messages 37
routings specifying for data collection 39 specifying messages 37
entry options 30 using for data collection 69 WIP Preference Defaults window
general user preferences 65 statistics for engineering changes, setup displaying 39
pointer routings 67 45 setting data collection options 39
sequence entry user preferences Supplier Corrective Action Requests setting up outsourcing options 40
67 (SCARs), document numbers 43 WIP Preferences window
sequence spacing 31 symbols, used in manual 3 displaying 68
spacing 67 system administrator setting up user preferences 68
Sales Configurator, options 24 unlocking records 19 Work Center Preference Defaults window
scheduling preferences user preferences 59 displaying 14
additional options 33 system users setting up work centers 14
overview 31 removing privileges 15 work centers
procedure 32 setup 14 default for CRP 76
shipping units of measure 28 IDs
shop calendars 13 T requiring match to update active
shrinkage costs for standard cost text reports, specifying as default 60 routings 30
rollups 11 transaction lists, default for job costing 48 requiring match to update
system users 14 tutorial, accessing 4 planning routings 30
user preferences for Manufacturing including descriptions on reports 30
60 U user-defined fields, setup 14
user-defined fields units of measure, specifying default for work in process (WIP)
bills of materials 22 shipping 28 setup 38
outsourcing 38 UPS zone, specifying default 28 user preferences 68
work centers 14 user IDs, process security 19 work orders, see manufacturing orders
WIP 68 user preferences
WIP messages 37 bills of materials 63
work center options 14 CRP 75
work in process 38 INI settings 60
setup costs, prorating 11 MRP
shift information, entering 13 procedure 77
Shop Calendar window restoring default settings 78
defining the shop calendar 13 overview 59
displaying 13 quality assurance 72
shop calendars report types 60
described 13 request resolution 78
setup 13 routings
work center calendars, effect on 13 allowing pointers 68
shrinkage general 65
applying to issue component sequence entry 67
transactions 32 sequence spacing 67
costs for standard cost rollups 11 security 59
described 12 WIP 68
finished goods 12 User Preferences window
for end-item starting quantities 32 displaying 60
for raw-material issues 32 procedure 60
how values are calculated 12 user security, described 17
raw materials 12 user-defined fields
sites bills of materials, setup 22
issue-from, scheduling preferences 33 outsourcing, setup 38
issue-to, scheduling preferences 33 work centers, setup 14

MFG Setup

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MFG Setup

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Microsoft Dynamics™ GP

Publication date April 2007

Part 1: Manufacturing setup ................................................................................................. 8

Chapter 2: Security .......................................................................................................................... 17

Chapter 3: Manufacturing core functions setup .................................................. 21

Chapter 4: Manufacturing production functions setup ................................. 29

Setting up options for outsourcing costs .................................................................................................40

Chapter 5: Manufacturing management functions setup............................ 43

Chapter 6: Manufacturing planning functions setup ....................................... 49

Part 2: Manufacturing user setup .............................................................................. 58

Chapter 8: Manufacturing core functions user setup ..................................... 63

Chapter 9: Manufacturing production functions user setup .................... 65

Chapter 10: Manufacturing management functions user setup ............ 71

Chapter 11: Manufacturing planning functions user setup ....................... 75

Restoring MRP default settings ................................................................................................................78

This introduction is divided into the following sections:

Manual Modules or other major pieces

If a Microsoft Dynamics™ GP window—such as the Sales Transaction Entry window—is

What’s in this manual

To make best use of Manufacturing, you should be familiar with systemwide

The manual is divided into the following parts:

• Part 2, Manufacturing user setup, contains information about user

Symbols and conventions

The warning symbol indicates situations you should be especially

Resources available from the Help menu

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The following information is discussed:

• Chapter 1, “Manufacturing basic setup,” includes information about setting up

• Chapter 2, “Security,” describes security information specific to Manufacturing,

• Chapter 3, “Manufacturing core functions setup,” contains information about

• Chapter 4, “Manufacturing production functions setup,” describes system

• Chapter 5, “Manufacturing management functions setup,” includes

• Chapter 6, “Manufacturing planning functions setup,” includes information

This information is divided into the following sections:

Registered Module Windows displayed in the Setup Checklist window

Registered Module Windows displayed in the Setup Checklist window

Setting up costing system default settings

To set up costing system default settings:

Apply Shrinkage to Parent Cost Mark Apply Shrinkage to Parent Cost to

Apply Shrinkage to Component Cost Mark Apply Shrinkage to

Average Quantity The setup costs of an item (setup time multiplied by

Refer to Entering item engineering data in Chapter 8, “Item engineering data,” of

Standard Quantity The setup costs of an item will be divided by the

4. Decide how the Standard Cost Changes window should work.

Tree view explosion level Determines how much information is displayed

5. Select a posting account for rounding differences.

Refer to Process security on page 18 for more information.

7. Choose OK and close the window.

Raw material shrinkage Raw material shrinkage might occur if some

How shrinkage is calculated

Including shrinkage in Manufacturing

Component Finished good

Defining the shop calendar

To define the shop calendar:

The window will open to the current month and year.

Down days will appear in black.

5. Choose OK and close the window.

Setting up work center options

To set up work center options: